Bergan Kdv Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 89,174 shares of BIV stock, worth $6.95 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

89,174

Previous 87,733 1.64%

Holding current value

$6.95 Million

Previous $6.73 Million 0.36%

% of portfolio

0.67%

Previous 0.69%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$74.96 - $77.47 $108,017 - $111,634	1,441 Added 1.64%	89,174 $6.71 Million
Q1 2023 Apr 27, 2023	BUY	$73.57 - $77.31 $583,483 - $613,145	7,931 Added 9.94%	87,733 $6.73 Million
Q4 2022 Jan 31, 2023	BUY	$71.64 - $76.32 $1.88 Million - $2 Million	26,238 Added 48.98%	79,802 $5.93 Million
Q3 2022 Oct 24, 2022	BUY	$72.72 - $79.93 $887,402 - $975,385	12,203 Added 29.5%	53,564 $3.94 Million
Q2 2022 Jul 13, 2022	BUY	$75.37 - $81.44 $808,343 - $873,444	10,725 Added 35.01%	41,361 $3.21 Million

Q1 2022 May 09, 2022	BUY	$81.03 - $87.06 $279,958 - $300,792	3,455 Added 12.71%	30,636 $2.51 Million
Q4 2021 Jan 28, 2022	BUY	$87.51 - $89.66 $150,342 - $154,035	1,718 Added 6.75%	27,181 $2.38 Million
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $270,107 - $275,877	3,021 Added 13.46%	25,463 $2.28 Million
Q2 2021 Aug 10, 2021	BUY	$88.27 - $90.15 $69,821 - $71,308	791 Added 3.65%	22,442 $2.02 Million
Q1 2021 May 11, 2021	SELL	$88.61 - $92.83 $316,692 - $331,774	-3,574 Reduced 14.17%	21,651 $1.92 Million
Q4 2020 Feb 04, 2021	BUY	$92.55 - $93.62 $38,778 - $39,226	419 Added 1.69%	25,225 $2.34 Million
Q3 2020 Nov 05, 2020	BUY	$93.08 - $94.37 $205,799 - $208,652	2,211 Added 9.79%	24,806 $2.32 Million
Q2 2020 Aug 13, 2020	BUY	$88.97 - $93.19 $414,956 - $434,638	4,664 Added 26.01%	22,595 $2.11 Million
Q1 2020 Apr 24, 2020	SELL	$83.77 - $92.22 $334,996 - $368,787	-3,999 Reduced 18.24%	17,931 $1.6 Million
Q4 2019 Feb 10, 2020	BUY	$86.78 - $88.73 $195,428 - $199,819	2,252 Added 11.44%	21,930 $1.91 Million
Q3 2019 Nov 08, 2019	BUY	$86.72 - $88.11 $25,582 - $25,992	295 Added 1.52%	19,678 $1.73 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-9,916 Reduced 33.84%	19,383 $1.68 Million
Q1 2019 May 09, 2019	BUY	N/A	3,280 Added 12.61%	29,299 $2.46 Million
Q4 2018 Feb 01, 2019	BUY	N/A	884 Added 3.52%	26,019 $2.12 Million
Q3 2018 Nov 09, 2018	BUY	N/A	1,302 Added 5.46%	25,135 $2.02 Million
Q2 2018 Jul 23, 2018	BUY	N/A	1,302 Added 5.78%	23,833 $1.93 Million
Q1 2018 May 03, 2018	BUY	N/A	965 Added 4.47%	22,531 $1.84 Million
Q4 2017 Jan 16, 2018	SELL	N/A	-354 Reduced 1.61%	21,566 $1.81 Million
Q3 2017 Oct 18, 2017	BUY	N/A	21,920	21,920 $1.86 Million

Others Institutions Holding BIV

# of Institutions

1,034

Shares Held

213M

Call Options Held

8.7K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Bergan Kdv Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History