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

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 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 104,979 shares of MGV stock, worth $13.8 Million. This represents 7.95% of its overall portfolio holdings.

Number of Shares
104,979
Previous 104,445 0.51%
Holding current value
$13.8 Million
Previous $12.5 Million 0.34%
% of portfolio
7.95%
Previous 8.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
418
Shares Held
46.9M
Call Options Held
400
Put Options Held
600
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email