Von Berge Wealth Management Group, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,151 shares of VBR stock, worth $206,075. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,151
Previous 1,148 0.26%
Holding current value
$206,075
Previous $227,000 5.73%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$183.02 - $207.75 $549 - $623
3 Added 0.26%
1,151 $214,000
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
1,704
Shares Held
95.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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