Bergan Kdv Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 92 shares of VB stock, worth $21,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 275 66.55%

Holding current value

$21,810

Previous $52,000 65.38%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$181.26 - $198.89 $33,170 - $36,396	-183 Reduced 66.55%	92 $18,000
Q1 2023 Apr 27, 2023	SELL	$179.51 - $208.76 $1,256 - $1,461	-7 Reduced 2.48%	275 $52,000
Q4 2022 Jan 31, 2023	BUY	$172.82 - $196.57 $1,209 - $1,375	7 Added 2.55%	282 $51,000
Q2 2020 Aug 13, 2020	BUY	$106.26 - $156.76 $29,221 - $43,109	275 New	275 $40,000
Q3 2019 Nov 08, 2019	SELL	$153.32 - $158.01 $2,913 - $3,002	-19 Closed	0 $0
Q2 2019 Aug 12, 2019	SELL	N/A	-39 Reduced 67.24%	19 $3,000
Q2 2018 Jul 23, 2018	BUY	N/A	58 New	58 $9,000
Q1 2018 May 03, 2018	SELL	N/A	-2,665 Closed	0 $0
Q4 2017 Jan 16, 2018	BUY	N/A	39 Added 1.49%	2,665 $394,000
Q3 2017 Oct 18, 2017	BUY	N/A	2,626	2,626 $371,000

Others Institutions Holding VB

# of Institutions

2,029

Shares Held

146M

Call Options Held

63.7K

Put Options Held

17.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Industry ETFs

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Bergan Kdv Wealth Management, LLC Vanguard Small Cap ETF Transaction History