Von Berge Wealth Management Group, LLC Vanguard Specialized Funds Van Transaction History

Von Berge Wealth Management Group, LLC

$173 Million
Q2 2025

A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 2,338 shares of VNQ stock, worth $211,378. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,338

Previous 2,329 0.39%

Holding current value

$211,378

Previous $210,000 0.95%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$79.79 - $91.42 $718 - $822	9 Added 0.39%	2,338 $208,000
Q1 2025 Apr 25, 2025	BUY	$85.55 - $94.34 $769 - $849	9 Added 0.39%	2,329 $210,000
Q4 2024 Feb 06, 2025	BUY	$87.85 - $98.6 $790 - $887	9 Added 0.39%	2,320 $206,000
Q3 2024 Nov 12, 2024	BUY	$82.97 - $98.97 $191,743 - $228,719	2,311 New	2,311 $225,000
Q4 2022 Feb 02, 2023	BUY	$76.14 - $88.09 $174,512 - $201,902	2,292 New	2,292 $189,000
Q2 2022 Jul 18, 2022	SELL	$87.04 - $112.5 $609 - $787	-7 Reduced 0.3%	2,292 $209,000
Q4 2021 Feb 07, 2022	BUY	$102.53 - $116.01 $235,716 - $266,706	2,299 New	2,299 $245,000

Others Institutions Holding VNQ

# of Institutions

1,931

Shares Held

234M

Call Options Held

1.13M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Von Berge Wealth Management Group, LLC Vanguard Specialized Funds Van Transaction History