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 $149,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,111
Previous 1,563 28.92%
Holding current value
$149,185
Previous $164,000 28.66%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,798
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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