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
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.35 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.62 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.59 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.13 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$992 Million0.24% of portfolio