Bergan Kdv Wealth Management, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 372 shares of BSV stock, worth $28,826. This represents 0.0% of its overall portfolio holdings.

Number of Shares
372
Previous 1,648 77.43%
Holding current value
$28,826
Previous $126,000 77.78%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$75.52 - $76.97 $96,363 - $98,213
-1,276 Reduced 77.43%
372 $28,000
Q1 2023

Apr 27, 2023
BUY
$74.67 - $76.76 $17,472 - $17,961
234 Added 16.55%
1,648 $126,000
Q4 2022

Jan 31, 2023
BUY
$74.07 - $75.87 $14,813 - $15,174
200 Added 16.47%
1,414 $106,000
Q3 2022

Oct 24, 2022
SELL
$74.52 - $77.47 $1.12 Million - $1.17 Million
-15,048 Reduced 92.53%
1,214 $91,000
Q2 2022

Jul 13, 2022
BUY
$75.68 - $77.74 $82,718 - $84,969
1,093 Added 7.21%
16,262 $1.25 Million
Q1 2022

May 09, 2022
BUY
$77.66 - $80.73 $42,169 - $43,836
543 Added 3.71%
15,169 $1.18 Million
Q4 2021

Jan 28, 2022
BUY
$80.78 - $81.98 $74,317 - $75,421
920 Added 6.71%
14,626 $1.18 Million
Q3 2021

Nov 12, 2021
BUY
$81.9 - $82.4 $226,044 - $227,424
2,760 Added 25.21%
13,706 $1.12 Million
Q2 2021

Aug 10, 2021
BUY
$82.08 - $82.43 $162,272 - $162,964
1,977 Added 22.04%
10,946 $899,000
Q1 2021

May 11, 2021
BUY
$82.08 - $82.89 $736,175 - $743,440
8,969 New
8,969 $737,000
Q2 2020

Aug 13, 2020
SELL
$81.78 - $83.12 $15,619 - $15,875
-191 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
N/A
191 New
191 $15,000
Q4 2017

Jan 16, 2018
SELL
N/A
-2,891 Closed
0 $0
Q3 2017

Oct 18, 2017
BUY
N/A
2,891
2,891 $231,000

Others Institutions Holding BSV

# of Institutions
1,338
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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