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BerganKDV Wealth Management, LLC: VSGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on VSGX, newest first. How the timeline and the estimate are built.

BerganKDV Wealth Management, LLC held 39,731 VSGX shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 39,731 shares
    Change vs previous 13F +13,860 shares

    0.21% of the 13F portfolio, value $2,110,114.

    13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 25,871 shares
    Change vs previous 13F +4,699 shares

    0.14% of the 13F portfolio, value $1,354,606.

    13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 21,172 shares
    Change vs previous 13F -5,739 shares

    0.11% of the 13F portfolio, value $1,041,451.

    13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 26,911 shares
    Change vs previous 13F +2,809 shares

    0.14% of the 13F portfolio, value $1,169,000.

    13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-06-30
    13F 24,102 shares
    Change vs previous 13F +427 shares

    0.14% of the 13F portfolio, value $1,182,000.

    13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 23,675 shares
    Change vs previous 13F +923 shares

    0.14% of the 13F portfolio, value $1,354,000.

    13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-12-31
    13F 22,752 shares
    Change vs previous 13F +4,109 shares

    0.15% of the 13F portfolio, value $1,411,000.

    13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-09-30
    13F 18,643 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,151,000.

    13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).