Bergan Kdv Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,000 shares of VBR stock, worth $203,430. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$203,430
Previous $158,000 4.43%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$150.22 - $177.69 $15,773 - $18,657
-105 Reduced 9.5%
1,000 $158,000
Q4 2022

Jan 31, 2023
BUY
$147.25 - $169.54 $15,461 - $17,801
105 Added 10.5%
1,105 $175,000
Q1 2022

May 09, 2022
SELL
$165.62 - $182.58 $185,825 - $204,854
-1,122 Reduced 52.87%
1,000 $176,000
Q4 2021

Jan 28, 2022
BUY
$168.72 - $185.72 $186,604 - $205,406
1,106 Added 108.86%
2,122 $380,000
Q2 2021

Aug 10, 2021
BUY
$166.46 - $180.76 $2,663 - $2,892
16 Added 1.6%
1,016 $176,000
Q3 2020

Nov 05, 2020
SELL
$102.46 - $117.9 $47,951 - $55,177
-468 Reduced 31.88%
1,000 $111,000
Q2 2020

Aug 13, 2020
BUY
$81.16 - $120.46 $33,194 - $49,268
409 Added 38.62%
1,468 $157,000
Q3 2019

Nov 08, 2019
SELL
$128.22 - $131.67 $5,257 - $5,398
-41 Reduced 3.73%
1,059 $136,000
Q2 2019

Aug 12, 2019
SELL
N/A
-51 Reduced 4.43%
1,100 $144,000
Q4 2018

Feb 01, 2019
BUY
N/A
24 Added 2.13%
1,151 $131,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,127 New
1,127 $153,000

Others Institutions Holding VBR

# of Institutions
1,625
Shares Held
95.5M
Call Options Held
53.2K
Put Options Held
18.8K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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