Bergan Kdv Wealth Management, LLC Vanguard Financial ETF Transaction History

Bergan Kdv Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$86.32 - $96.09 $20,716 - $23,061	-240 Reduced 20.46%	933 $86,000
Q2 2021 Aug 10, 2021	BUY	$85.53 - $94.49 $20,527 - $22,677	240 Added 25.72%	1,173 $106,000
Q3 2020 Nov 05, 2020	SELL	$55.49 - $62.22 $94,499 - $105,960	-1,703 Reduced 64.61%	933 $55,000
Q2 2020 Aug 13, 2020	SELL	$47.38 - $65.88 $55,434 - $77,079	-1,170 Reduced 30.74%	2,636 $151,000
Q4 2019 Feb 10, 2020	BUY	$66.8 - $76.51 $254,240 - $291,197	3,806 New	3,806 $290,000
Q3 2019 Nov 08, 2019	SELL	$69.67 - $71.37 $8,569 - $8,778	-123 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	123 New	123 $8,000

685

52.2M

45K

10.5K

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