BerganKDV Wealth Management, LLC VOO Holdings History
BerganKDV Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 62,067.00 shares of Vanguard S&P 500 ETF(VOO), totaling $25.28 Mil. This investment constitutes 2.53% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 17 purchases of VOO, at an average price of $336.28, for a total of 62,067.00 shares. Based on historical transaction data and VOO's current price of $577.95, BerganKDV Wealth Management, LLC's estimated gain on his VOO holdings is $15.00 Mil, reflecting a 71.87% gain to date.
BerganKDV Wealth Management, LLC VOO ($577.95) Holding Chart
BerganKDV Wealth Management, LLC VOO ($577.95) 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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