Von Berge Wealth Management Group, LLC Vanguard Mega Cap Value Transaction History
Von Berge Wealth Management Group, LLC
- $192 Million
- Q3 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 105,081 shares of MGV stock, worth $13.2 Million. This represents 7.01% of its overall portfolio holdings.
Number of Shares
105,081
Previous 104,979
0.1%
Holding current value
$13.2 Million
Previous $12.4 Million
8.35%
% of portfolio
7.01%
Previous 7.95%
Shares
12 transactions
Others Institutions Holding MGV
# of Institutions
443Shares Held
47.7MCall Options Held
10.6KPut Options Held
300-
Assetmark, Inc14MShares$1.75 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$470 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.81MShares$353 Million0.03% of portfolio
-
Lincoln National Corp1.93MShares$242 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$226 Million0.05% of portfolio