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BerganKDV Wealth Management, LLC: VTV position timeline

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

BerganKDV Wealth Management, LLC held 79,237 VTV 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 79,237 shares
    Change vs previous 13F +416 shares

    1.13% of the 13F portfolio, value $11,259,510.

    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 78,821 shares
    Change vs previous 13F +1,860 shares

    1.12% of the 13F portfolio, value $10,885,997.

    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 76,961 shares
    Change vs previous 13F +17,896 shares

    1.17% of the 13F portfolio, value $10,802,981.

    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 59,065 shares
    Change vs previous 13F +613 shares

    0.87% of the 13F portfolio, value $7,293,000.

    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 58,452 shares
    Change vs previous 13F -523 shares

    0.88% of the 13F portfolio, value $7,709,000.

    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 58,975 shares
    Change vs previous 13F -52,205 shares

    0.93% of the 13F portfolio, value $8,715,000.

    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 111,180 shares
    Change vs previous 13F +740 shares

    1.71% of the 13F portfolio, value $16,356,000.

    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 110,440 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $14,950,000.

    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).