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%
Shares
8 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.54 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$767 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$740 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$681 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$461 Million0.45% of portfolio