Bergan Kdv Wealth Management, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 570 shares of VOE stock, worth $95,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
570
Previous 570 -0.0%
Holding current value
$95,355
Previous $76,000 2.63%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$126.74 - $147.12 $13,180 - $15,300
-104 Reduced 15.43%
570 $76,000
Q4 2022

Jan 31, 2023
BUY
$122.51 - $142.75 $12,741 - $14,846
104 Added 18.25%
674 $91,000
Q3 2021

Nov 12, 2021
BUY
$135.17 - $146.62 $13,922 - $15,101
103 Added 22.06%
570 $80,000
Q2 2021

Aug 10, 2021
BUY
$136.19 - $145.71 $3,677 - $3,934
27 Added 6.14%
467 $66,000
Q3 2020

Nov 05, 2020
SELL
$93.59 - $106.12 $51,848 - $58,790
-554 Reduced 55.73%
440 $45,000
Q2 2020

Aug 13, 2020
BUY
$75.66 - $107.24 $41,915 - $59,410
554 Added 125.91%
994 $95,000
Q2 2018

Jul 23, 2018
BUY
N/A
440 New
440 $49,000

Others Institutions Holding VOE

# of Institutions
1,049
Shares Held
68.1M
Call Options Held
32.8K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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