Berger Financial Group, Inc Vanguard Mega Cap ETF Transaction History

Berger Financial Group, Inc

$1.18 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	BUY	$166.37 - $187.03 $332 - $374	2 Added 0.1%	2,052 $383,000
Q4 2023 Feb 07, 2024	BUY	$146.46 - $169.92 $94,613 - $109,768	646 Added 46.01%	2,050 $347,000
Q3 2023 Nov 03, 2023	BUY	$151.3 - $161.8 $302 - $323	2 Added 0.14%	1,404 $213,000
Q2 2023 Aug 10, 2023	BUY	$141.8 - $156.5 $283 - $313	2 Added 0.14%	1,402 $219,000
Q1 2023 Apr 24, 2023	BUY	$131.13 - $144.18 $183,582 - $201,852	1,400 New	1,400 $200,000
Q2 2022 Aug 08, 2022	SELL	$128.05 - $161.07 $44,561 - $56,052	-348 Reduced 16.65%	1,742 $230,000
Q1 2022 May 10, 2022	BUY	$146.0 - $169.35 $102,492 - $118,883	702 Added 50.58%	2,090 $332,000
Q4 2021 Jan 26, 2022	BUY	$152.0 - $169.23 $210,976 - $234,891	1,388 New	1,388 $233,000

Others Institutions Holding MGC

# of Institutions

454

Shares Held

15.3M

Call Options Held

14.2K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

1.61M
Shares

$345 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$135 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

520K
Shares

$111 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

509K
Shares

$109 Million
0.03% of portfolio
Wooster Corthell Wealth Management, Inc.

487K
Shares

$104 Million
21.47% of portfolio

About VANGUARD MEGA CAP ETF

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