Von Berge Wealth Management Group, LLC Vanguard Mid Cap ETF 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 Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 64,958 shares of VO stock, worth $16.4 Million. This represents 10.05% of its overall portfolio holdings.

Number of Shares
64,958
Previous 65,508 0.84%
Holding current value
$16.4 Million
Previous $16.4 Million 3.92%
% of portfolio
10.05%
Previous 10.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$234.99 - $248.98 $129,244 - $136,939
-550 Reduced 0.84%
64,958 $15.7 Million
Q1 2024

Apr 12, 2024
BUY
$225.86 - $249.86 $2.14 Million - $2.36 Million
9,461 Added 16.88%
65,508 $16.4 Million
Q4 2023

Jan 19, 2024
BUY
$195.66 - $233.95 $145,179 - $173,590
742 Added 1.34%
56,047 $13 Million
Q3 2023

Nov 03, 2023
BUY
$206.6 - $228.23 $480,138 - $530,406
2,324 Added 4.39%
55,305 $11.5 Million
Q2 2023

Jul 20, 2023
BUY
$203.43 - $220.16 $366,580 - $396,728
1,802 Added 3.52%
52,981 $11.7 Million
Q1 2023

Apr 12, 2023
BUY
$200.2 - $225.98 $31,831 - $35,930
159 Added 0.31%
51,179 $10.8 Million
Q4 2022

Feb 02, 2023
BUY
$199.06 - $217.26 $105,302 - $114,930
529 Added 1.05%
51,020 $10.4 Million
Q3 2022

Oct 13, 2022
BUY
N/A
1,198 Added 2.43%
50,491 $9.62 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-729 Reduced 1.46%
49,293 $9.74 Million
Q1 2022

Apr 22, 2022
BUY
N/A
2,032 Added 4.23%
50,022 $11.7 Million
Q4 2021

Feb 07, 2022
BUY
N/A
47,990 New
47,990 $11.3 Million

Others Institutions Holding VO

# of Institutions
2,014
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

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