Bergan Kdv Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 98 shares of VNQI stock, worth $4,629. This represents 0.0% of its overall portfolio holdings.
Number of Shares
98
Previous 98
-0.0%
Holding current value
$4,629
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding VNQI
# of Institutions
370Shares Held
61MCall Options Held
7.9KPut Options Held
14K-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$712 Million2.28% of portfolio
-
Personal Capital Advisors Corp11.9MShares$564 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.34MShares$299 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY3.74MShares$177 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.56MShares$73.7 Million0.02% of portfolio