Berger Financial Group, Inc Vanguard Small Cap ETF Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,391 shares of VB stock, worth $1.78 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,391

Previous 8,164 9.47%

Holding current value

$1.78 Million

Previous $1.96 Million 16.47%

% of portfolio

0.14%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$217.89 - $252.64 $168,428 - $195,290	-773 Reduced 9.47%	7,391 $1.64 Million
Q4 2024 Feb 14, 2025	SELL	$233.76 - $261.58 $151,242 - $169,242	-647 Reduced 7.34%	8,164 $1.96 Million
Q3 2024 Nov 12, 2024	SELL	$214.77 - $237.72 $275,764 - $305,232	-1,284 Reduced 12.72%	8,811 $2.09 Million
Q2 2024 Aug 14, 2024	SELL	$210.76 - $226.94 $187,787 - $202,203	-891 Reduced 8.11%	10,095 $2.2 Million
Q1 2024 Apr 16, 2024	SELL	$204.0 - $228.59 $433,704 - $485,982	-2,126 Reduced 16.21%	10,986 $2.51 Million
Q4 2023 Feb 07, 2024	SELL	$175.26 - $215.9 $14,546 - $17,919	-83 Reduced 0.63%	13,112 $2.8 Million
Q3 2023 Nov 03, 2023	BUY	$186.24 - $208.75 $439,898 - $493,067	2,362 Added 21.8%	13,195 $2.49 Million
Q2 2023 Aug 10, 2023	BUY	$181.26 - $198.89 $109,662 - $120,328	605 Added 5.92%	10,833 $2.15 Million
Q1 2023 Apr 24, 2023	BUY	$179.51 - $208.76 $64,085 - $74,527	357 Added 3.62%	10,228 $1.94 Million
Q4 2022 Jan 30, 2023	SELL	$172.82 - $196.57 $100,235 - $114,010	-580 Reduced 5.55%	9,871 $1.81 Million
Q3 2022 Oct 27, 2022	SELL	$170.45 - $206.62 $138,575 - $167,982	-813 Reduced 7.22%	10,451 $1.79 Million
Q2 2022 Aug 08, 2022	BUY	$170.7 - $214.67 $979,476 - $1.23 Million	5,738 Added 103.84%	11,264 $1.98 Million
Q1 2022 May 10, 2022	SELL	$198.73 - $227.97 $98,570 - $113,073	-496 Reduced 8.24%	5,526 $1.17 Million
Q4 2021 Jan 26, 2022	BUY	$215.13 - $239.37 $86,697 - $96,466	403 Added 7.17%	6,022 $1.36 Million
Q3 2021 Oct 28, 2021	BUY	$211.9 - $229.42 $57,001 - $61,713	269 Added 5.03%	5,619 $1.23 Million
Q2 2021 Jul 29, 2021	SELL	$211.77 - $228.05 $80,684 - $86,887	-381 Reduced 6.65%	5,350 $1.21 Million
Q1 2021 May 12, 2021	BUY	$191.53 - $223.48 $80,059 - $93,414	418 Added 7.87%	5,731 $1.23 Million
Q4 2020 Feb 02, 2021	BUY	$156.0 - $196.91 $828,828 - $1.05 Million	5,313 New	5,313 $1.03 Million

Others Institutions Holding VB

# of Institutions

2,370

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

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Berger Financial Group, Inc Vanguard Small Cap ETF Transaction History