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 $31 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
62,067
Previous 60,255
3.01%
Holding current value
$31 Million
Previous $22.7 Million
11.55%
% of portfolio
2.53%
Previous 2.34%
Shares
17 transactions
Others Institutions Holding VOO
# of Institutions
2,882Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.7 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.5 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.76 Billion0.76% of portfolio