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 $150,051. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,111

Previous 1,563 28.92%

Holding current value

$150,051

Previous $164,000 28.66%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$101.36 - $107.68 $45,814 - $48,671	-452 Reduced 28.92%	1,111 $117,000
Q1 2023 Apr 27, 2023	SELL	$100.82 - $111.44 $27,826 - $30,757	-276 Reduced 15.01%	1,563 $164,000
Q4 2022 Jan 31, 2023	SELL	$96.14 - $113.15 $11,632 - $13,691	-121 Reduced 6.17%	1,839 $198,000
Q3 2022 Oct 24, 2022	BUY	$94.88 - $110.28 $80,553 - $93,627	849 Added 76.42%	1,960 $186,000
Q2 2022 Jul 13, 2022	SELL	$99.2 - $114.57 $1,388 - $1,603	-14 Reduced 1.24%	1,111 $113,000
Q1 2022 May 09, 2022	SELL	$107.24 - $115.01 $110,349 - $118,345	-1,029 Reduced 47.77%	1,125 $126,000
Q4 2021 Jan 28, 2022	BUY	$104.33 - $112.16 $80,751 - $86,811	774 Added 56.09%	2,154 $241,000
Q3 2021 Nov 12, 2021	SELL	$102.3 - $108.36 $17,800 - $18,854	-174 Reduced 11.2%	1,380 $143,000
Q4 2020 Feb 04, 2021	BUY	$78.88 - $92.1 $33,366 - $38,958	423 Added 37.4%	1,554 $142,000
Q3 2020 Nov 05, 2020	BUY	$77.57 - $85.18 $87,188 - $95,742	1,124 Added 16057.14%	1,131 $92,000
Q2 2020 Aug 13, 2020	BUY	$67.79 - $86.78 $271 - $347	4 Added 133.33%	7 $1,000
Q1 2020 Apr 24, 2020	BUY	$60.97 - $94.78 $182 - $284	3 New	3 $0
Q3 2018 Nov 09, 2018	SELL	N/A	-1,300 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	1,300 New	1,300 $108,000

Others Institutions Holding VYM

# of Institutions

1,931

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Bergan Kdv Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History