Bergan Kdv Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Bergan Kdv Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$91.16 - $108.26 $3,372 - $4,005	37 New	37 $3,000
Q4 2021 Jan 28, 2022	SELL	$127.84 - $140.12 $37,712 - $41,335	-295 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$133.17 - $142.02 $37,287 - $39,765	280 Added 1866.67%	295 $39,000
Q2 2021 Aug 10, 2021	BUY	$130.46 - $139.84 $1,956 - $2,097	15 New	15 $2,000
Q3 2020 Nov 05, 2020	SELL	$97.15 - $108.8 $44,008 - $49,286	-453 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$74.55 - $100.43 $33,771 - $45,494	453 New	453 $44,000
Q1 2020 Apr 24, 2020	SELL	$67.64 - $112.37 $13,528 - $22,474	-200 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$100.01 - $111.61 $114,511 - $127,793	-1,145 Reduced 85.13%	200 $22,000
Q2 2018 Jul 23, 2018	BUY	N/A	1,345 New	1,345 $155,000

659

46.7M

100

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

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