Bergan Kdv Wealth Management, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 472,379 shares of VCSH stock, worth $36.7 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
472,379
Previous 471,314 0.23%
Holding current value
$36.7 Million
Previous $35.9 Million 0.52%
% of portfolio
3.58%
Previous 3.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$75.46 - $76.54 $80,364 - $81,515
1,065 Added 0.23%
472,379 $35.7 Million
Q1 2023

Apr 27, 2023
BUY
$74.76 - $76.57 $1.82 Million - $1.86 Million
24,348 Added 5.45%
471,314 $35.9 Million
Q4 2022

Jan 31, 2023
SELL
$73.35 - $75.8 $280,197 - $289,556
-3,820 Reduced 0.85%
446,966 $33.6 Million
Q3 2022

Oct 24, 2022
BUY
$74.01 - $77.39 $1.7 Million - $1.78 Million
22,981 Added 5.37%
450,786 $33.5 Million
Q2 2022

Jul 13, 2022
BUY
$75.21 - $77.95 $32.2 Million - $33.3 Million
427,805 New
427,805 $32.6 Million

Others Institutions Holding VCSH

# of Institutions
1,362
Shares Held
310M
Call Options Held
7.7K
Put Options Held
5.1K
View Full List

About VANGUARD SHT-TERM CORP BD ETF

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