Bergan Kdv Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,046 shares of VOT stock, worth $285,599. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,046
Previous 1,046
-0.0%
Holding current value
$285,599
Previous $203,000
5.91%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,048Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$847 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$785 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$625 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$507 Million0.34% of portfolio