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

Von Berge Wealth Management Group, LLC

$158 Million
Q4 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,148 shares of VBR stock, worth $220,358. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,148

Previous 1,145 0.26%

Holding current value

$220,358

Previous $229,000 0.87%

% of portfolio

0.14%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$197.36 - $217.3 $592 - $651	3 Added 0.26%	1,148 $227,000
Q3 2024 Nov 12, 2024	SELL	$179.99 - $201.6 $5,939 - $6,652	-33 Reduced 2.8%	1,145 $229,000
Q2 2024 Jul 23, 2024	SELL	$177.65 - $191.11 $9,060 - $9,746	-51 Reduced 4.15%	1,178 $215,000
Q4 2023 Jan 19, 2024	BUY	$149.18 - $181.94 $183,342 - $223,604	1,229 New	1,229 $221,000
Q2 2023 Jul 20, 2023	BUY	$150.74 - $165.4 $185,259 - $203,276	1,229 New	1,229 $203,000
Q4 2022 Feb 02, 2023	BUY	$147.25 - $169.54 $180,970 - $208,364	1,229 New	1,229 $195,000
Q2 2022 Jul 18, 2022	SELL	$146.67 - $178.24 $146 - $178	-1 Reduced 0.07%	1,363 $205,000
Q4 2021 Feb 07, 2022	BUY	$168.72 - $185.72 $230,134 - $253,322	1,364 New	1,364 $233,000

Others Institutions Holding VBR

# of Institutions

1,703

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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