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 $266,510. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,046
Previous 1,046
-0.0%
Holding current value
$266,510
Previous $203,000
5.91%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
977Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$790 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$702 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$620 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$557 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$465 Million0.04% of portfolio