Bergan Kdv Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 219,181 shares of VIG stock, worth $39.9 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
219,181
Previous 221,046 0.84%
Holding current value
$39.9 Million
Previous $34 Million 4.58%
% of portfolio
3.56%
Previous 3.51%

Shares

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

Jul 24, 2023
SELL
$152.74 - $162.43 $284,860 - $302,931
-1,865 Reduced 0.84%
219,181 $35.6 Million
Q1 2023

Apr 27, 2023
BUY
$147.24 - $158.33 $441 - $474
3 Added 0.0%
221,046 $34 Million
Q4 2022

Jan 31, 2023
BUY
$144.84 - $158.71 $617,597 - $676,739
4,264 Added 1.97%
221,043 $33.6 Million
Q3 2022

Oct 24, 2022
BUY
N/A
770 Added 0.36%
216,779 $29.3 Million
Q2 2022

Jul 13, 2022
BUY
N/A
5,754 Added 2.74%
216,009 $31 Million
Q1 2022

May 09, 2022
SELL
N/A
-19,408 Reduced 8.45%
210,255 $34.1 Million
Q4 2021

Jan 28, 2022
BUY
N/A
2,268 Added 1.0%
229,663 $39.4 Million
Q3 2021

Nov 12, 2021
BUY
N/A
9,828 Added 4.52%
227,395 $34.9 Million
Q2 2021

Aug 10, 2021
BUY
N/A
5,342 Added 2.52%
217,567 $33.7 Million
Q1 2021

May 11, 2021
SELL
N/A
-2,500 Reduced 1.16%
212,225 $31.2 Million
Q4 2020

Feb 04, 2021
BUY
N/A
4,170 Added 1.98%
214,725 $30.3 Million
Q3 2020

Nov 05, 2020
BUY
N/A
53,784 Added 34.31%
210,555 $27.1 Million
Q2 2020

Aug 13, 2020
BUY
N/A
22,306 Added 16.59%
156,771 $18.4 Million
Q1 2020

Apr 24, 2020
BUY
N/A
7,581 Added 5.97%
134,465 $13.9 Million
Q4 2019

Feb 10, 2020
BUY
N/A
34,064 Added 36.7%
126,884 $15.8 Million
Q3 2019

Nov 08, 2019
BUY
N/A
9,162 Added 10.95%
92,820 $11.1 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-6,184 Reduced 6.88%
83,658 $9.63 Million
Q1 2019

May 09, 2019
BUY
N/A
72,310 Added 412.45%
89,842 $9.85 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-122 Reduced 0.69%
17,532 $1.72 Million
Q3 2018

Nov 09, 2018
BUY
N/A
112 Added 0.64%
17,654 $1.95 Million
Q2 2018

Jul 23, 2018
BUY
N/A
485 Added 2.84%
17,542 $1.78 Million
Q1 2018

May 03, 2018
SELL
N/A
-350 Reduced 2.01%
17,057 $1.72 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-156 Reduced 0.89%
17,407 $1.78 Million
Q3 2017

Oct 18, 2017
BUY
N/A
17,563
17,563 $1.67 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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