Bergan Kdv Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 98 shares of VNQI stock, worth $4,662. This represents 0.0% of its overall portfolio holdings.
Number of Shares
98
Previous 98
-0.0%
Holding current value
$4,662
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding VNQI
# of Institutions
411Shares Held
53.1MCall Options Held
10KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$660 Million1.84% of portfolio
-
Personal Capital Advisors Corp11.9MShares$568 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.39MShares$257 Million0.04% of portfolio
-
Assetmark, Inc1.85MShares$88 Million0.19% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.5MShares$71.3 Million1.01% of portfolio