Von Berge Wealth Management Group, LLC Vanguard Small Cap Growth ETF Transaction History

Von Berge Wealth Management Group, LLC

$156 Million
Q1 2025

A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 901 shares of VBK stock, worth $237,701. This represents 0.14% of its overall portfolio holdings.

Number of Shares

901

Previous 908 0.77%

Holding current value

$237,701

Previous $254,000 11.02%

% of portfolio

0.14%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$247.97 - $296.33 $1,735 - $2,074	-7 Reduced 0.77%	901 $226,000
Q4 2024 Feb 06, 2025	BUY	$264.18 - $304.19 $264 - $304	1 Added 0.11%	908 $254,000
Q3 2024 Nov 12, 2024	SELL	$240.48 - $267.94 $6,252 - $6,966	-26 Reduced 2.79%	907 $242,000
Q2 2024 Jul 23, 2024	SELL	$237.63 - $258.31 $9,267 - $10,074	-39 Reduced 4.01%	933 $233,000
Q3 2023 Nov 03, 2023	BUY	$210.59 - $239.48 $3,580 - $4,071	17 Added 1.78%	972 $208,000
Q4 2022 Feb 02, 2023	BUY	$192.0 - $216.09 $183,360 - $206,365	955 New	955 $191,000
Q4 2021 Feb 07, 2022	BUY	$269.22 - $305.79 $287,257 - $326,277	1,067 New	1,067 $262,000

Others Institutions Holding VBK

# of Institutions

1,209

Shares Held

44.8M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Von Berge Wealth Management Group, LLC Vanguard Small Cap Growth ETF Transaction History