Von Berge Wealth Management Group, LLC Vanguard Small Cap ETF 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 Small Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 48,892 shares of VB stock, worth $11 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares
48,892
Previous 49,525 1.28%
Holding current value
$11 Million
Previous $11.3 Million 5.83%
% of portfolio
6.81%
Previous 7.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$210.76 - $226.94 $133,411 - $143,653
-633 Reduced 1.28%
48,892 $10.7 Million
Q1 2024

Apr 12, 2024
BUY
$204.0 - $228.59 $1.54 Million - $1.72 Million
7,543 Added 17.97%
49,525 $11.3 Million
Q4 2023

Jan 19, 2024
SELL
$175.26 - $215.9 $245,714 - $302,691
-1,402 Reduced 3.23%
41,982 $8.96 Million
Q3 2023

Nov 03, 2023
BUY
$186.24 - $208.75 $171,713 - $192,467
922 Added 2.17%
43,384 $8.2 Million
Q2 2023

Jul 20, 2023
BUY
$181.26 - $198.89 $276,058 - $302,909
1,523 Added 3.72%
42,462 $8.45 Million
Q1 2023

Apr 12, 2023
BUY
$179.51 - $208.76 $22,259 - $25,886
124 Added 0.3%
40,939 $7.76 Million
Q4 2022

Feb 02, 2023
BUY
$179.99 - $196.57 $218,327 - $238,439
1,213 Added 3.06%
40,815 $7.49 Million
Q3 2022

Oct 13, 2022
BUY
N/A
563 Added 1.44%
39,602 $6.91 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-222 Reduced 0.57%
39,039 $6.94 Million
Q1 2022

Apr 22, 2022
BUY
N/A
1,353 Added 3.57%
39,261 $8.16 Million
Q4 2021

Feb 07, 2022
BUY
N/A
37,908 New
37,908 $7.89 Million

Others Institutions Holding VB

# of Institutions
2,025
Shares Held
146M
Call Options Held
63.7K
Put Options Held
17.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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