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 $202,338. This represents 0.02% of its overall portfolio holdings.

Number of Shares

777

Previous 777 -0.0%

Holding current value

$202,338

Previous $145,000 8.28%

% of portfolio

0.02%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,272

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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