Bergan Kdv Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 39,731 shares of VSGX stock, worth $2.27 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

39,731

Previous 25,871 53.57%

Holding current value

$2.27 Million

Previous $1.35 Million 55.83%

% of portfolio

0.21%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$51.68 - $54.7 $716,284 - $758,142	13,860 Added 53.57%	39,731 $2.11 Million
Q1 2023 Apr 27, 2023	BUY	$49.49 - $54.07 $232,553 - $254,074	4,699 Added 22.19%	25,871 $1.35 Million
Q4 2022 Jan 31, 2023	SELL	$44.64 - $51.11 $256,188 - $293,320	-5,739 Reduced 21.33%	21,172 $1.04 Million
Q3 2022 Oct 24, 2022	BUY	N/A	2,809 Added 11.65%	26,911 $1.17 Million
Q2 2022 Jul 13, 2022	BUY	N/A	427 Added 1.8%	24,102 $1.18 Million

Q1 2022 May 09, 2022	BUY	N/A	923 Added 4.06%	23,675 $1.35 Million
Q4 2021 Jan 28, 2022	BUY	N/A	4,109 Added 22.04%	22,752 $1.41 Million
Q3 2021 Nov 12, 2021	BUY	N/A	6,777 Added 57.11%	18,643 $1.15 Million
Q2 2021 Aug 10, 2021	BUY	N/A	1,206 Added 11.31%	11,866 $761,000
Q1 2021 May 11, 2021	BUY	N/A	10,433 Added 4596.04%	10,660 $654,000
Q3 2020 Nov 05, 2020	BUY	N/A	227 New	227 $12,000

Others Institutions Holding VSGX

# of Institutions

329

Shares Held

18.4M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Bergan Kdv Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History