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 $66,269. This represents 0.0% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$66,269
Previous $44,000
11.36%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
596Shares Held
144MCall Options Held
6.8KPut Options Held
3K-
Bank Of America Corp Charlotte, NC29.7MShares$2.81 Billion0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.8MShares$1.02 Billion8.4% of portfolio
-
Morgan Stanley New York, NY5.8MShares$549 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.6MShares$435 Million0.22% of portfolio