Bergan Kdv Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 62,067 shares of VOO stock, worth $33.4 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

62,067

Previous 60,255 3.01%

Holding current value

$33.4 Million

Previous $22.7 Million 11.55%

% of portfolio

2.53%

Previous 2.34%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $673,049 - $737,991	1,812 Added 3.01%	62,067 $25.3 Million
Q1 2023 Apr 27, 2023	BUY	$348.66 - $382.94 $872,695 - $958,498	2,503 Added 4.33%	60,255 $22.7 Million
Q4 2022 Jan 31, 2023	BUY	$327.64 - $374.54 $586,147 - $670,052	1,789 Added 3.2%	57,752 $20.3 Million
Q3 2022 Oct 24, 2022	BUY	$328.3 - $395.04 $626,068 - $753,341	1,907 Added 3.53%	55,963 $18.4 Million
Q2 2022 Jul 13, 2022	BUY	$337.07 - $419.85 $1.43 Million - $1.78 Million	4,228 Added 8.49%	54,056 $18.8 Million
Q1 2022 May 09, 2022	BUY	$382.7 - $439.25 $1.87 Million - $2.15 Million	4,897 Added 10.9%	49,828 $20.7 Million
Q4 2021 Jan 28, 2022	BUY	$394.21 - $439.01 $1.4 Million - $1.56 Million	3,549 Added 8.58%	44,931 $19.6 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $762,998 - $813,873	1,953 Added 4.95%	41,382 $16.3 Million
Q2 2021 Aug 10, 2021	BUY	$368.16 - $394.32 $117,811 - $126,182	320 Added 0.82%	39,429 $15.5 Million
Q1 2021 May 11, 2021	BUY	$339.03 - $365.24 $798,076 - $859,774	2,354 Added 6.4%	39,109 $14.2 Million
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $882,969 - $1.01 Million	2,945 Added 8.71%	36,755 $12.6 Million
Q3 2020 Nov 05, 2020	BUY	$285.37 - $328.74 $8.56 Million - $9.86 Million	29,982 Added 783.23%	33,810 $10.4 Million
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $625,078 - $821,377	2,764 Added 259.77%	3,828 $1.09 Million
Q1 2020 Apr 24, 2020	BUY	$204.27 - $310.92 $79,052 - $120,326	387 Added 57.16%	1,064 $252,000
Q3 2019 Nov 08, 2019	BUY	$260.57 - $277.38 $260 - $277	1 Added 0.15%	677 $184,000
Q4 2018 Feb 01, 2019	BUY	$215.07 - $268.24 $3,010 - $3,755	14 Added 2.11%	676 $155,000
Q2 2018 Jul 23, 2018	BUY	$236.48 - $256.33 $156,549 - $169,690	662 New	662 $165,000

Others Institutions Holding VOO

# of Institutions

3,517

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History