Bergan Kdv Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 62,067 shares of VOO stock, worth $38.3 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

62,067

Previous 60,255 3.01%

Holding current value

$38.3 Million

Previous $22.7 Million 11.55%

% of portfolio

2.53%

Previous 2.34%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $673,049 - $737,991	1,812 Added 3.01%	62,067 $25.3 Million
Q1 2023 Apr 27, 2023	BUY	$348.66 - $382.94 $872,695 - $958,498	2,503 Added 4.33%	60,255 $22.7 Million
Q4 2022 Jan 31, 2023	BUY	$327.64 - $374.54 $586,147 - $670,052	1,789 Added 3.2%	57,752 $20.3 Million
Q3 2022 Oct 24, 2022	BUY	$328.3 - $395.04 $626,068 - $753,341	1,907 Added 3.53%	55,963 $18.4 Million
Q2 2022 Jul 13, 2022	BUY	$337.07 - $419.85 $1.43 Million - $1.78 Million	4,228 Added 8.49%	54,056 $18.8 Million
Q1 2022 May 09, 2022	BUY	$382.7 - $439.25 $1.87 Million - $2.15 Million	4,897 Added 10.9%	49,828 $20.7 Million
Q4 2021 Jan 28, 2022	BUY	$394.21 - $439.01 $1.4 Million - $1.56 Million	3,549 Added 8.58%	44,931 $19.6 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $762,998 - $813,873	1,953 Added 4.95%	41,382 $16.3 Million
Q2 2021 Aug 10, 2021	BUY	$368.16 - $394.32 $117,811 - $126,182	320 Added 0.82%	39,429 $15.5 Million
Q1 2021 May 11, 2021	BUY	$339.03 - $365.24 $798,076 - $859,774	2,354 Added 6.4%	39,109 $14.2 Million
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $882,969 - $1.01 Million	2,945 Added 8.71%	36,755 $12.6 Million
Q3 2020 Nov 05, 2020	BUY	$285.37 - $328.74 $8.56 Million - $9.86 Million	29,982 Added 783.23%	33,810 $10.4 Million
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $625,078 - $821,377	2,764 Added 259.77%	3,828 $1.09 Million
Q1 2020 Apr 24, 2020	BUY	$204.27 - $310.92 $79,052 - $120,326	387 Added 57.16%	1,064 $252,000
Q3 2019 Nov 08, 2019	BUY	$260.57 - $277.38 $260 - $277	1 Added 0.15%	677 $184,000
Q4 2018 Feb 01, 2019	BUY	$215.07 - $268.24 $3,010 - $3,755	14 Added 2.11%	676 $155,000
Q2 2018 Jul 23, 2018	BUY	$236.48 - $256.33 $156,549 - $169,690	662 New	662 $165,000

Others Institutions Holding VOO

# of Institutions

3,870

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Bergan Kdv Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History