Bergan Kdv Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 67,498 shares of VO stock, worth $18.6 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

67,498

Previous 63,360 6.53%

Holding current value

$18.6 Million

Previous $13.4 Million 11.2%

% of portfolio

1.49%

Previous 1.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$203.43 - $220.16 $841,793 - $911,022	4,138 Added 6.53%	67,498 $14.9 Million
Q1 2023 Apr 27, 2023	BUY	$200.2 - $225.98 $819,418 - $924,936	4,093 Added 6.91%	63,360 $13.4 Million
Q4 2022 Jan 31, 2023	BUY	$186.57 - $217.26 $733,406 - $854,049	3,931 Added 7.1%	59,267 $12.1 Million
Q3 2022 Oct 24, 2022	BUY	$187.98 - $227.42 $572,963 - $693,176	3,048 Added 5.83%	55,336 $10.4 Million
Q2 2022 Jul 13, 2022	BUY	$190.36 - $240.41 $834,728 - $1.05 Million	4,385 Added 9.15%	52,288 $10.3 Million
Q1 2022 May 09, 2022	BUY	$219.86 - $253.39 $1.35 Million - $1.56 Million	6,153 Added 14.74%	47,903 $11.4 Million
Q4 2021 Jan 28, 2022	BUY	$236.98 - $261.2 $1.34 Million - $1.48 Million	5,669 Added 15.71%	41,750 $10.6 Million
Q3 2021 Nov 12, 2021	BUY	$229.88 - $249.8 $1.41 Million - $1.53 Million	6,120 Added 20.43%	36,081 $8.54 Million
Q2 2021 Aug 10, 2021	BUY	$223.23 - $238.25 $42,860 - $45,744	192 Added 0.64%	29,961 $7.11 Million
Q1 2021 May 11, 2021	SELL	$203.74 - $225.89 $25,263 - $28,010	-124 Reduced 0.41%	29,769 $6.59 Million
Q4 2020 Feb 04, 2021	BUY	$176.14 - $208.21 $350,342 - $414,129	1,989 Added 7.13%	29,893 $6.18 Million
Q3 2020 Nov 05, 2020	BUY	$164.39 - $185.0 $4.23 Million - $4.76 Million	25,713 Added 1173.57%	27,904 $4.92 Million
Q2 2020 Aug 13, 2020	BUY	$124.34 - $175.42 $242,711 - $342,419	1,952 Added 816.74%	2,191 $359,000
Q1 2020 Apr 24, 2020	BUY	$112.37 - $186.27 $26,856 - $44,518	239 New	239 $31,000

Others Institutions Holding VO

# of Institutions

2,268

Shares Held

187M

Call Options Held

55.1K

Put Options Held

13.3K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Bergan Kdv Wealth Management, LLC Vanguard Mid Cap ETF Transaction History