Bergan Kdv Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 922 shares of VCIT stock, worth $73,981. This represents 0.01% of its overall portfolio holdings.

Number of Shares

922

Previous 1,451 36.46%

Holding current value

$73,981

Previous $116,000 37.93%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$78.33 - $80.78 $41,436 - $42,732	-529 Reduced 36.46%	922 $72,000
Q1 2023 Apr 27, 2023	BUY	$77.23 - $81.35 $21,547 - $22,696	279 Added 23.81%	1,451 $116,000
Q4 2022 Jan 31, 2023	SELL	$73.66 - $79.75 $13,037 - $14,115	-177 Reduced 13.12%	1,172 $90,000
Q3 2022 Oct 24, 2022	BUY	$74.85 - $82.96 $36,601 - $40,567	489 Added 56.86%	1,349 $102,000
Q1 2022 May 09, 2022	SELL	$85.05 - $92.24 $6,974 - $7,563	-82 Reduced 8.7%	860 $74,000
Q4 2021 Jan 28, 2022	SELL	$92.55 - $94.67 $38,315 - $39,193	-414 Reduced 30.53%	942 $87,000
Q3 2021 Nov 12, 2021	BUY	$94.41 - $96.13 $24,168 - $24,609	256 Added 23.27%	1,356 $128,000
Q1 2021 May 11, 2021	SELL	$92.62 - $97.02 $23,895 - $25,031	-258 Reduced 19.0%	1,100 $102,000
Q4 2020 Feb 04, 2021	BUY	$95.37 - $97.17 $37,671 - $38,382	395 Added 41.02%	1,358 $132,000
Q3 2020 Nov 05, 2020	BUY	$95.12 - $97.1 $91,600 - $93,507	963 New	963 $92,000
Q2 2019 Aug 12, 2019	SELL	N/A	-36 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	21 Added 140.0%	36 $3,000
Q4 2018 Feb 01, 2019	BUY	N/A	15 New	15 $1,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Bergan Kdv Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History