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 $194,521. This represents 0.02% of its overall portfolio holdings.
Number of Shares
777
Previous 777
-0.0%
Holding current value
$194,521
Previous $145,000
8.28%
% of portfolio
0.02%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VV
# of Institutions
1,100Shares Held
98.9MCall Options Held
30.3KPut Options Held
278K-
Jones Financial Companies Lllp16.8MShares$4.21 Billion5.49% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.21 Billion3.41% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.64 Billion16.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.19MShares$799 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.18MShares$795 Million0.07% of portfolio