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 $587,625. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,537
Previous 1,641
6.34%
Holding current value
$587,625
Previous $409,000
6.11%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.78 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.2 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.29 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.19 Billion1.11% of portfolio