Von Berge Wealth Management Group, LLC Vanguard Mega Cap Value 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 Value stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 117,271 shares of MGV stock, worth $14.5 Million. This represents 9.68% of its overall portfolio holdings.

Number of Shares

117,271

Previous 108,572 8.01%

Holding current value

$14.5 Million

Previous $13.6 Million 11.42%

% of portfolio

9.68%

Previous 8.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$123.61 - $133.01 $1.08 Million - $1.16 Million	8,699 Added 8.01%	117,271 $15.1 Million
Q4 2024 Feb 06, 2025	BUY	$124.06 - $133.48 $433,093 - $465,978	3,491 Added 3.32%	108,572 $13.6 Million
Q3 2024 Nov 12, 2024	BUY	$118.0 - $128.28 $12,036 - $13,084	102 Added 0.1%	105,081 $13.5 Million
Q2 2024 Jul 23, 2024	BUY	$113.61 - $120.34 $60,667 - $64,261	534 Added 0.51%	104,979 $12.4 Million
Q1 2024 Apr 12, 2024	BUY	$108.33 - $119.51 $2.38 Million - $2.63 Million	21,967 Added 26.63%	104,445 $12.5 Million
Q4 2023 Jan 19, 2024	BUY	$97.07 - $109.74 $671,627 - $759,291	6,919 Added 9.16%	82,478 $9.02 Million
Q3 2023 Nov 03, 2023	BUY	$101.4 - $107.46 $714,464 - $757,163	7,046 Added 10.28%	75,559 $7.66 Million
Q2 2023 Jul 20, 2023	BUY	$98.78 - $104.28 $461,105 - $486,779	4,668 Added 7.31%	68,513 $7.11 Million
Q1 2023 Apr 12, 2023	BUY	$97.0 - $105.37 $261,803 - $284,393	2,699 Added 4.41%	63,845 $6.45 Million
Q4 2022 Feb 02, 2023	BUY	$90.82 - $106.81 $558,633 - $656,988	6,151 Added 11.18%	61,146 $6.29 Million
Q3 2022 Oct 13, 2022	BUY	$89.91 - $103.89 $241,408 - $278,944	2,685 Added 5.13%	54,995 $5.02 Million
Q2 2022 Jul 18, 2022	BUY	$93.26 - $109.21 $445,223 - $521,368	4,774 Added 10.04%	52,310 $4.99 Million
Q1 2022 Apr 22, 2022	BUY	$101.98 - $109.31 $329,701 - $353,399	3,233 Added 7.3%	47,536 $5.11 Million
Q4 2021 Feb 07, 2022	BUY	$98.51 - $106.97 $4.36 Million - $4.74 Million	44,303 New	44,303 $4.69 Million

Others Institutions Holding MGV

# of Institutions

503

Shares Held

47.9M

Call Options Held

2.5K

Put Options Held

400

View Full List

About VANGUARD MEGA CAP VALUE

Ticker MGV
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Von Berge Wealth Management Group, LLC Vanguard Mega Cap Value Transaction History