Bergan Kdv Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 777 shares of VV stock, worth $213,915. This represents 0.02% of its overall portfolio holdings.

Number of Shares
777
Previous 777 -0.0%
Holding current value
$213,915
Previous $145,000 8.28%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$172.79 - $190.36 $2,073 - $2,284
-12 Reduced 1.52%
777 $145,000
Q4 2022

Jan 31, 2023
BUY
$162.98 - $185.93 $92,735 - $105,794
569 Added 258.64%
789 $137,000
Q2 2022

Jul 13, 2022
SELL
$167.29 - $210.78 $2,342 - $2,950
-14 Reduced 5.98%
220 $38,000
Q1 2022

May 09, 2022
BUY
$191.25 - $221.63 $2,677 - $3,102
14 Added 6.36%
234 $49,000
Q4 2020

Feb 04, 2021
SELL
$152.54 - $175.74 $12,203 - $14,059
-80 Reduced 26.67%
220 $39,000
Q3 2020

Nov 05, 2020
SELL
$144.11 - $166.66 $24,210 - $27,998
-168 Reduced 35.9%
300 $47,000
Q2 2020

Aug 13, 2020
BUY
$113.24 - $149.5 $19,024 - $25,116
168 Added 56.0%
468 $67,000
Q1 2020

Apr 24, 2020
SELL
$102.61 - $156.13 $143,654 - $218,582
-1,400 Reduced 82.35%
300 $36,000
Q3 2019

Nov 08, 2019
SELL
$135.59 - $138.25 $21,694 - $22,120
-160 Reduced 8.6%
1,700 $232,000
Q1 2018

May 03, 2018
BUY
N/A
160 Added 9.41%
1,860 $225,000
Q4 2017

Jan 16, 2018
BUY
N/A
1,700
1,700 $208,000

Others Institutions Holding VV

# of Institutions
1,188
Shares Held
102M
Call Options Held
29.3K
Put Options Held
132K
View Full List

About VANGUARD LARGE-CAP ETF

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