Bergan Kdv Wealth Management, LLC Vanguard Bd Index Fd Inc Long 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 Long stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 36,496 shares of BLV stock, worth $2.45 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

36,496

Previous 56,701 35.63%

Holding current value

$2.45 Million

Previous $4.35 Million 37.08%

% of portfolio

0.27%

Previous 0.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$72.8 - $77.78 $1.47 Million - $1.57 Million	-20,205 Reduced 35.63%	36,496 $2.73 Million
Q1 2023 Apr 27, 2023	BUY	$72.23 - $78.61 $1.64 Million - $1.78 Million	22,657 Added 66.55%	56,701 $4.35 Million
Q4 2022 Jan 31, 2023	BUY	$66.85 - $78.06 $242,130 - $282,733	3,622 Added 11.91%	34,044 $2.47 Million
Q3 2022 Oct 24, 2022	BUY	$70.98 - $83.52 $2.16 Million - $2.54 Million	30,372 Added 60744.0%	30,422 $2.19 Million
Q2 2022 Jul 13, 2022	SELL	$76.82 - $91.91 $468,141 - $560,099	-6,094 Reduced 99.19%	50 $4,000
Q1 2022 May 09, 2022	BUY	$89.51 - $101.14 $46,724 - $52,795	522 Added 9.28%	6,144 $563,000
Q4 2021 Jan 28, 2022	BUY	$100.51 - $106.41 $18,996 - $20,111	189 Added 3.48%	5,622 $579,000
Q3 2021 Nov 12, 2021	BUY	$102.33 - $106.66 $110,516 - $115,192	1,080 Added 24.81%	5,433 $556,000
Q2 2021 Aug 10, 2021	BUY	$97.54 - $103.68 $148,358 - $157,697	1,521 Added 53.71%	4,353 $448,000
Q1 2021 May 11, 2021	BUY	$96.21 - $109.25 $272,466 - $309,396	2,832 New	2,832 $278,000

Others Institutions Holding BLV

# of Institutions

385

Shares Held

42.2M

Call Options Held

27.4K

Put Options Held

158K

View Full List

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

More about BLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

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