Bergan Kdv Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,111 shares of VYM stock, worth $141,941. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,111
Previous 1,563
28.92%
Holding current value
$141,941
Previous $164,000
28.66%
% of portfolio
0.01%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio