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 $16.3 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
67,498
Previous 63,360 6.53%
Holding current value
$16.3 Million
Previous $13.4 Million 11.2%
% of portfolio
1.49%
Previous 1.38%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$199.06 - $217.26 $782,504 - $854,049
3,931 Added 7.1%
59,267 $12.1 Million
Q3 2022

Oct 24, 2022
BUY
N/A
3,048 Added 5.83%
55,336 $10.4 Million
Q2 2022

Jul 13, 2022
BUY
N/A
4,385 Added 9.15%
52,288 $10.3 Million
Q1 2022

May 09, 2022
BUY
N/A
6,153 Added 14.74%
47,903 $11.4 Million
Q4 2021

Jan 28, 2022
BUY
N/A
5,669 Added 15.71%
41,750 $10.6 Million
Q3 2021

Nov 12, 2021
BUY
N/A
6,120 Added 20.43%
36,081 $8.54 Million
Q2 2021

Aug 10, 2021
BUY
N/A
192 Added 0.64%
29,961 $7.11 Million
Q1 2021

May 11, 2021
SELL
N/A
-124 Reduced 0.41%
29,769 $6.59 Million
Q4 2020

Feb 04, 2021
BUY
N/A
1,989 Added 7.13%
29,893 $6.18 Million
Q3 2020

Nov 05, 2020
BUY
N/A
25,713 Added 1173.57%
27,904 $4.92 Million
Q2 2020

Aug 13, 2020
BUY
N/A
1,952 Added 816.74%
2,191 $359,000
Q1 2020

Apr 24, 2020
BUY
N/A
239 New
239 $31,000

Others Institutions Holding VO

# of Institutions
1,958
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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