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 $36.5 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
472,379
Previous 471,314
0.23%
Holding current value
$36.5 Million
Previous $35.9 Million
0.52%
% of portfolio
3.58%
Previous 3.71%
Shares
5 transactions
Others Institutions Holding VCSH
# of Institutions
1,328Shares Held
333MCall Options Held
22.8KPut Options Held
0-
Bank Of America Corp Charlotte, NC51.3MShares$3.97 Billion0.38% of portfolio
-
Prudential PLC London, England, X023.8MShares$1.84 Billion15.26% of portfolio
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Japan Science & Technology Agency Tokyo, M021.2MShares$1.63 Billion20.31% of portfolio
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Morgan Stanley New York, NY18.6MShares$1.44 Billion0.12% of portfolio
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Prudential Financial Inc Newark, NJ17.1MShares$1.33 Billion1.88% of portfolio