Bergan Kdv Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,046 shares of VOT stock, worth $292,670. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,046
Previous 1,046
-0.0%
Holding current value
$292,670
Previous $203,000
5.91%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,151Shares Held
41.3MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio