Bergan Kdv Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 39,731 shares of VSGX stock, worth $2.8 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
39,731
Previous 25,871 53.57%
Holding current value
$2.8 Million
Previous $1.35 Million 55.83%
% of portfolio
0.21%
Previous 0.14%

Shares

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

Jul 24, 2023
BUY
$51.68 - $54.7 $716,284 - $758,142
13,860 Added 53.57%
39,731 $2.11 Million
Q1 2023

Apr 27, 2023
BUY
$49.49 - $54.07 $232,553 - $254,074
4,699 Added 22.19%
25,871 $1.35 Million
Q4 2022

Jan 31, 2023
SELL
$43.1 - $51.11 $247,350 - $293,320
-5,739 Reduced 21.33%
21,172 $1.04 Million
Q3 2022

Oct 24, 2022
BUY
$43.44 - $51.83 $122,022 - $145,590
2,809 Added 11.65%
26,911 $1.17 Million
Q2 2022

Jul 13, 2022
BUY
$48.34 - $58.27 $20,641 - $24,881
427 Added 1.8%
24,102 $1.18 Million
Q1 2022

May 09, 2022
BUY
$53.11 - $62.8 $49,020 - $57,964
923 Added 4.06%
23,675 $1.35 Million
Q4 2021

Jan 28, 2022
BUY
$60.05 - $64.51 $246,745 - $265,071
4,109 Added 22.04%
22,752 $1.41 Million
Q3 2021

Nov 12, 2021
BUY
$61.73 - $65.61 $418,344 - $444,638
6,777 Added 57.11%
18,643 $1.15 Million
Q2 2021

Aug 10, 2021
BUY
$61.69 - $65.78 $74,398 - $79,330
1,206 Added 11.31%
11,866 $761,000
Q1 2021

May 11, 2021
BUY
$59.52 - $63.83 $620,972 - $665,938
10,433 Added 4596.04%
10,660 $654,000
Q3 2020

Nov 05, 2020
BUY
$48.36 - $53.16 $10,977 - $12,067
227 New
227 $12,000

Others Institutions Holding VSGX

# of Institutions
436
Shares Held
22.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

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