Bergan Kdv Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 310 shares of BND stock, worth $22,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares

310

Previous 1,977 84.32%

Holding current value

$22,558

Previous $145,000 84.83%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$72.23 - $74.46 $120,407 - $124,124	-1,667 Reduced 84.32%	310 $22,000
Q1 2023 Apr 27, 2023	SELL	$71.33 - $74.57 $539,825 - $564,345	-7,568 Reduced 79.29%	1,977 $145,000
Q4 2022 Jan 31, 2023	BUY	$69.38 - $73.88 $640,724 - $682,281	9,235 Added 2979.03%	9,545 $685,000
Q2 2022 Jul 13, 2022	SELL	$73.3 - $79.23 $161,626 - $174,702	-2,205 Reduced 87.67%	310 $23,000
Q1 2022 May 09, 2022	SELL	$78.72 - $84.18 $652,824 - $698,104	-8,293 Reduced 76.73%	2,515 $200,000
Q4 2021 Jan 28, 2022	BUY	$84.47 - $85.89 $886,766 - $901,673	10,498 Added 3386.45%	10,808 $916,000
Q1 2021 May 11, 2021	SELL	$84.36 - $88.07 $2,952 - $3,082	-35 Reduced 10.14%	310 $26,000
Q4 2020 Feb 04, 2021	BUY	$87.44 - $88.49 $3,060 - $3,097	35 Added 11.29%	345 $30,000
Q1 2019 May 09, 2019	SELL	N/A	-84 Reduced 21.32%	310 $25,000
Q4 2018 Feb 01, 2019	BUY	N/A	84 Added 27.1%	394 $31,000
Q2 2018 Jul 23, 2018	BUY	N/A	310 New	310 $25,000

Others Institutions Holding BND

# of Institutions

1,774

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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Bergan Kdv Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History