BerganKDV Wealth Management, LLC VCSH Holdings History
BerganKDV Wealth Management, LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 472,379.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $35.74 Mil. This investment constitutes 3.58% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.1% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2022Q2. And since then BerganKDV Wealth Management, LLC has made 4 purchases of VCSH, at an average price of $76.53, for a total of 476,199.00 shares. In addition, there have been 1 sales at an average price of $74.43 for 3,820.00 shares. Based on historical transaction data and VCSH's current price of $79.25, BerganKDV Wealth Management, LLC's estimated gain on his VCSH holdings is $1.28 Mil, reflecting a 3.50% gain to date.
BerganKDV Wealth Management, LLC VCSH ($79.25) Holding Chart
BerganKDV Wealth Management, LLC VCSH ($79.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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