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 $238,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,046
Previous 1,046 -0.0%
Holding current value
$238,885
Previous $203,000 5.91%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$177.43 - $203.61 $3,548 - $4,072
-20 Reduced 1.88%
1,046 $203,000
Q4 2022

Jan 31, 2023
SELL
$174.67 - $193.83 $5,414 - $6,008
-31 Reduced 2.83%
1,066 $191,000
Q3 2022

Oct 24, 2022
BUY
N/A
51 Added 4.88%
1,097 $187,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,046 New
1,046 $141,000

Others Institutions Holding VOT

# of Institutions
911
Shares Held
32.6M
Call Options Held
33.1K
Put Options Held
4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email