Von Berge Wealth Management Group, LLC Vanguard Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 62,742 shares of VO stock, worth $16.3 Million. This represents 10.51% of its overall portfolio holdings.

Number of Shares

62,742

Previous 62,436 0.49%

Holding current value

$16.3 Million

Previous $16.5 Million 0.61%

% of portfolio

10.51%

Previous 8.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$261.5 - $284.63 $80,019 - $87,096	306 Added 0.49%	62,742 $16.6 Million
Q3 2024 Nov 12, 2024	SELL	$237.84 - $263.83 $599,832 - $665,379	-2,522 Reduced 3.88%	62,436 $16.5 Million
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	$186.57 - $217.26 $98,695 - $114,930	529 Added 1.05%	51,020 $10.4 Million
Q3 2022 Oct 13, 2022	BUY	$187.98 - $227.42 $225,200 - $272,449	1,198 Added 2.43%	50,491 $9.62 Million
Q2 2022 Jul 18, 2022	SELL	$190.36 - $240.41 $138,772 - $175,258	-729 Reduced 1.46%	49,293 $9.74 Million
Q1 2022 Apr 22, 2022	BUY	$219.86 - $253.39 $446,755 - $514,888	2,032 Added 4.23%	50,022 $11.7 Million
Q4 2021 Feb 07, 2022	BUY	$236.98 - $261.2 $11.4 Million - $12.5 Million	47,990 New	47,990 $11.3 Million

Others Institutions Holding VO

# of Institutions

2,306

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Von Berge Wealth Management Group, LLC Vanguard Mid Cap ETF Transaction History