Bergan Kdv Wealth Management, LLC Vanguard Utilities ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,200 shares of VPU stock, worth $175,967. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,200 -0.0%
Holding current value
$175,967
Previous $177,000 3.95%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$143.55 - $158.16 $3,301 - $3,637
23 Added 1.95%
1,200 $184,000
Q2 2022

Jul 13, 2022
BUY
N/A
8 Added 0.68%
1,177 $179,000
Q1 2022

May 09, 2022
BUY
N/A
8 Added 0.69%
1,169 $189,000
Q4 2021

Jan 28, 2022
BUY
N/A
17 Added 1.49%
1,161 $182,000
Q2 2021

Aug 10, 2021
BUY
N/A
16 Added 1.42%
1,144 $159,000
Q4 2020

Feb 04, 2021
BUY
N/A
11 Added 0.98%
1,128 $155,000
Q3 2020

Nov 05, 2020
BUY
N/A
8 Added 0.72%
1,117 $144,000
Q2 2020

Aug 13, 2020
BUY
N/A
11 Added 1.0%
1,109 $137,000
Q1 2020

Apr 24, 2020
BUY
N/A
8 Added 0.73%
1,098 $134,000
Q4 2019

Feb 10, 2020
BUY
N/A
16 Added 1.49%
1,090 $156,000
Q2 2019

Aug 12, 2019
BUY
N/A
8 Added 0.75%
1,074 $143,000
Q1 2019

May 09, 2019
BUY
N/A
8 Added 0.76%
1,066 $138,000
Q4 2018

Feb 01, 2019
BUY
N/A
9 Added 0.86%
1,058 $125,000
Q3 2018

Nov 09, 2018
BUY
N/A
17 Added 1.65%
1,049 $124,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,032 New
1,032 $120,000

Others Institutions Holding VPU

# of Institutions
518
Shares Held
12M
Call Options Held
51.1K
Put Options Held
16.2K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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