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
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio