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 $33.9 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
62,067
Previous 60,255
3.01%
Holding current value
$33.9 Million
Previous $22.7 Million
11.55%
% of portfolio
2.53%
Previous 2.34%
Shares
17 transactions
Others Institutions Holding VOO
# of Institutions
3,521Shares Held
473MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio