Von Berge Wealth Management Group, LLC Vanguard Mega Cap Growth ETF Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q1 2025
A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 43,939 shares of MGK stock, worth $13.9 Million. This represents 8.69% of its overall portfolio holdings.
Number of Shares
43,939
Previous 42,614
3.11%
Holding current value
$13.9 Million
Previous $14.6 Million
7.26%
% of portfolio
8.69%
Previous 9.28%
Shares
14 transactions
Others Institutions Holding MGK
# of Institutions
897Shares Held
39MCall Options Held
44.7KPut Options Held
143K-
Assetmark, Inc7.46MShares$2.35 Billion7.04% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.58MShares$1.13 Billion33.59% of portfolio
-
Morgan Stanley New York, NY2.15MShares$677 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$588 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.64MShares$517 Million1.64% of portfolio