Von Berge Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Von Berge Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$55.41 - $62.08 $282,258 - $316,235	5,094 New	5,094 $316,000
Q3 2022 Oct 13, 2022	BUY	$42.35 - $51.01 $13,001 - $15,660	307 Added 6.41%	5,094 $218,000
Q2 2022 Jul 18, 2022	BUY	$43.35 - $54.51 $9,883 - $12,428	228 Added 5.0%	4,787 $215,000
Q1 2022 Apr 22, 2022	BUY	$49.51 - $57.27 $115,259 - $133,324	2,328 Added 104.35%	4,559 $238,000
Q4 2021 Feb 07, 2022	BUY	$51.9 - $57.29 $115,788 - $127,813	2,231 New	2,231 $239,000

1,351

348M

34.3K

1.2K

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.

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