Bergan Kdv Wealth Management, LLC Vanguard Intermediate Term Tre 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 Tre stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 22,890 shares of VGIT stock, worth $1.33 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,890Holding current value
$1.33 Million% of portfolio
0.13%Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
691Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio