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 $16.7 Million. This represents 10.51% of its overall portfolio holdings.
Number of Shares
62,742
Previous 62,436
0.49%
Holding current value
$16.7 Million
Previous $16.5 Million
0.61%
% of portfolio
10.51%
Previous 8.56%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.97 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.65 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.42 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.16 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.05 Billion0.15% of portfolio