Bergan Kdv Wealth Management, LLC Vanguard Russell 1000 Growth E Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 700 shares of VONG stock, worth $75,033. This represents 0.0% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$75,033
Previous $44,000
11.36%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
667Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.24 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.12 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$667 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$554 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$500 Million1.35% of portfolio