Von Berge Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Von Berge Wealth Management Group, LLC

  • $192 Million
  • Q3 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 17,862 shares of VIG stock, worth $3.25 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
17,862
Previous 17,372 2.82%
Holding current value
$3.25 Million
Previous $3.17 Million 2.59%
% of portfolio
1.69%
Previous 2.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $89,253 - $89,253
490 Added 2.82%
17,862 $3.25 Million
Q2 2024

Jul 23, 2024
SELL
$173.33 - $185.29 $129,477 - $138,411
-747 Reduced 4.12%
17,372 $3.17 Million
Q1 2024

Apr 12, 2024
BUY
$168.47 - $182.98 $169,312 - $183,894
1,005 Added 5.87%
18,119 $3.31 Million
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $123,281 - $140,522
821 Added 5.04%
17,114 $2.92 Million
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $11,653 - $12,521
-75 Reduced 0.46%
16,293 $2.53 Million
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $73,620 - $78,291
-482 Reduced 2.86%
16,368 $2.66 Million
Q1 2023

Apr 12, 2023
BUY
$147.24 - $158.33 $6,478 - $6,966
44 Added 0.26%
16,850 $2.6 Million
Q4 2022

Feb 02, 2023
BUY
$144.84 - $158.71 $262,015 - $287,106
1,809 Added 12.06%
16,806 $2.55 Million
Q3 2022

Oct 13, 2022
BUY
N/A
108 Added 0.73%
14,997 $2.05 Million
Q2 2022

Jul 18, 2022
BUY
N/A
100 Added 0.68%
14,889 $2.13 Million
Q1 2022

Apr 22, 2022
BUY
N/A
38 Added 0.26%
14,789 $2.36 Million
Q4 2021

Feb 07, 2022
BUY
N/A
14,751 New
14,751 $2.4 Million

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email