Bergan Kdv Wealth Management, LLC Vanguard Value ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 79,237 shares of VTV stock, worth $12.7 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
79,237
Previous 78,821 0.53%
Holding current value
$12.7 Million
Previous $10.9 Million 3.44%
% of portfolio
1.13%
Previous 1.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$134.74 - $142.42 $56,051 - $59,246
416 Added 0.53%
79,237 $11.3 Million
Q1 2023

Apr 27, 2023
BUY
$132.13 - $144.96 $245,761 - $269,625
1,860 Added 2.42%
78,821 $10.9 Million
Q4 2022

Jan 31, 2023
BUY
$136.96 - $146.24 $2.45 Million - $2.62 Million
17,896 Added 30.3%
76,961 $10.8 Million
Q3 2022

Oct 24, 2022
BUY
N/A
613 Added 1.05%
59,065 $7.29 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-523 Reduced 0.89%
58,452 $7.71 Million
Q1 2022

May 09, 2022
SELL
N/A
-52,205 Reduced 46.96%
58,975 $8.72 Million
Q4 2021

Jan 28, 2022
BUY
N/A
740 Added 0.67%
111,180 $16.4 Million
Q3 2021

Nov 12, 2021
BUY
N/A
15,112 Added 15.85%
110,440 $15 Million
Q2 2021

Aug 10, 2021
BUY
N/A
34,402 Added 56.47%
95,328 $13.1 Million
Q1 2021

May 11, 2021
BUY
N/A
9,321 Added 18.06%
60,926 $8.01 Million
Q4 2020

Feb 04, 2021
BUY
N/A
1,451 Added 2.89%
51,605 $6.14 Million
Q3 2020

Nov 05, 2020
BUY
N/A
49,754 Added 12438.5%
50,154 $5.24 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-272 Reduced 40.48%
400 $40,000
Q3 2019

Nov 08, 2019
SELL
N/A
-39 Reduced 5.49%
672 $75,000
Q2 2019

Aug 12, 2019
SELL
N/A
-154 Reduced 17.8%
711 $79,000
Q4 2018

Feb 01, 2019
BUY
N/A
272 Added 45.87%
865 $85,000
Q2 2018

Jul 23, 2018
BUY
N/A
593 New
593 $62,000

Others Institutions Holding VTV

# of Institutions
2,150
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

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