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 $180,570. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$180,570
Previous $158,000
4.43%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.85 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$770 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$752 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$638 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$548 Million0.79% of portfolio