Von Berge Wealth Management Group, LLC Vanguard Mega Cap Value Transaction History
Von Berge Wealth Management Group, LLC
- $158 Million
- Q4 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 108,572 shares of MGV stock, worth $14.4 Million. This represents 8.6% of its overall portfolio holdings.
Number of Shares
108,572
Previous 105,081
3.32%
Holding current value
$14.4 Million
Previous $13.5 Million
0.61%
% of portfolio
8.6%
Previous 7.01%
Shares
13 transactions
Others Institutions Holding MGV
# of Institutions
484Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.6 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.9 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$513 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$377 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$235 Million0.04% of portfolio