Bergan Kdv Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 360 shares of VNQ stock, worth $33,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
360
Previous 533
32.46%
Holding current value
$33,159
Previous $44,000
31.82%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding VNQ
# of Institutions
1,908Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.37 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$948 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$884 Million0.07% of portfolio