Bergan Kdv Wealth Management, LLC Vanguard Growth ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,537 shares of VUG stock, worth $620,994. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,537
Previous 1,641 6.34%
Holding current value
$620,994
Previous $409,000 6.11%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 24, 2023
SELL
$243.06 - $282.96 $25,278 - $29,427
-104 Reduced 6.34%
1,537 $434,000
Q1 2023

Apr 27, 2023
SELL
$209.25 - $249.44 $37,665 - $44,899
-180 Reduced 9.88%
1,641 $409,000
Q4 2022

Jan 31, 2023
BUY
$208.44 - $233.81 $6,253 - $7,014
30 Added 1.68%
1,821 $388,000
Q2 2021

Aug 10, 2021
BUY
$257.69 - $287.23 $70,607 - $78,701
274 Added 18.06%
1,791 $514,000
Q1 2021

May 11, 2021
BUY
$243.15 - $268.9 $44,982 - $49,746
185 Added 13.89%
1,517 $390,000
Q4 2020

Feb 04, 2021
BUY
$220.77 - $253.46 $33,115 - $38,019
150 Added 12.69%
1,332 $337,000
Q3 2020

Nov 05, 2020
SELL
$204.41 - $245.48 $10,220 - $12,274
-50 Reduced 4.06%
1,182 $269,000
Q2 2020

Aug 13, 2020
BUY
$149.64 - $204.01 $17,208 - $23,461
115 Added 10.3%
1,232 $249,000
Q4 2018

Feb 01, 2019
BUY
N/A
122 Added 12.26%
1,117 $150,000
Q2 2018

Jul 23, 2018
BUY
N/A
995 New
995 $149,000

Others Institutions Holding VUG

# of Institutions
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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