Bergan Kdv Wealth Management, LLC Vanguard S&P Small Cap 600 Gro Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 48 shares of VIOG stock, worth $5,743. This represents 0.0% of its overall portfolio holdings.
Number of Shares
48
Previous 48
-0.0%
Holding current value
$5,743
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VIOG
# of Institutions
170Shares Held
3.33MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$47.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY240KShares$28.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC208KShares$24.9 Million0.01% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO181KShares$21.6 Million0.3% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$17 Million2.0% of portfolio