Von Berge Wealth Management Group, LLC Vanguard Dividend Appreciation 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 Dividend Appreciation stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 17,372 shares of VIG stock, worth $3.16 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
17,372
Previous 18,119
4.12%
Holding current value
$3.16 Million
Previous $3.31 Million
4.14%
% of portfolio
2.03%
Previous 2.14%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio