Bergan Kdv Wealth Management, LLC Vanguard Utilities ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,200 shares of VPU stock, worth $230,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,200

Previous 1,200 -0.0%

Holding current value

$230,820

Previous $177,000 3.95%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$134.2 - $158.16 $3,086 - $3,637	23 Added 1.95%	1,200 $184,000
Q2 2022 Jul 13, 2022	BUY	$141.44 - $166.95 $1,131 - $1,335	8 Added 0.68%	1,177 $179,000
Q1 2022 May 09, 2022	BUY	$141.64 - $162.04 $1,133 - $1,296	8 Added 0.69%	1,169 $189,000
Q4 2021 Jan 28, 2022	BUY	$139.21 - $156.4 $2,366 - $2,658	17 Added 1.49%	1,161 $182,000
Q2 2021 Aug 10, 2021	BUY	$138.76 - $148.08 $2,220 - $2,369	16 Added 1.42%	1,144 $159,000

Q4 2020 Feb 04, 2021	BUY	$130.28 - $145.52 $1,433 - $1,600	11 Added 0.98%	1,128 $155,000
Q3 2020 Nov 05, 2020	BUY	$124.0 - $134.49 $992 - $1,075	8 Added 0.72%	1,117 $144,000
Q2 2020 Aug 13, 2020	BUY	$113.96 - $138.05 $1,253 - $1,518	11 Added 1.0%	1,109 $137,000
Q1 2020 Apr 24, 2020	BUY	$98.62 - $156.1 $788 - $1,248	8 Added 0.73%	1,098 $134,000
Q4 2019 Feb 10, 2020	BUY	$136.01 - $143.77 $2,176 - $2,300	16 Added 1.49%	1,090 $156,000
Q2 2019 Aug 12, 2019	BUY	N/A	8 Added 0.75%	1,074 $143,000
Q1 2019 May 09, 2019	BUY	N/A	8 Added 0.76%	1,066 $138,000
Q4 2018 Feb 01, 2019	BUY	N/A	9 Added 0.86%	1,058 $125,000
Q3 2018 Nov 09, 2018	BUY	N/A	17 Added 1.65%	1,049 $124,000
Q2 2018 Jul 23, 2018	BUY	N/A	1,032 New	1,032 $120,000

Others Institutions Holding VPU

# of Institutions

698

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Bergan Kdv Wealth Management, LLC Vanguard Utilities ETF Transaction History