Bergan Kdv Wealth Management, LLC Vanguard Russell 2000 Value Et Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	N/A	-100 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	100 New	100 $10,000

Others Institutions Holding VTWV

# of Institutions

156

Shares Held

2.38M

Call Options Held

1.3K

Put Options Held

500

Bank Of America Corp Charlotte, NC

452K
Shares

$63.5 Million
0.01% of portfolio
Pathstone Holdings, LLC Englewood, NJ

157K
Shares

$22.1 Million
0.1% of portfolio
Morgan Stanley New York, NY

130K
Shares

$18.3 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

97.5K
Shares

$13.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

96K
Shares

$13.5 Million
0.01% of portfolio

About VANGUARD RUSSELL 2000 VALUE ET

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