Von Berge Wealth Management Group, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,882 shares of VOE stock, worth $313,710. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,882

Previous 1,877 0.27%

Holding current value

$313,710

Previous $314,000 3.18%

% of portfolio

0.19%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$160.89 - $176.18 $804 - $880	5 Added 0.27%	1,882 $304,000
Q3 2024 Nov 12, 2024	SELL	$149.02 - $167.67 $7,301 - $8,215	-49 Reduced 2.54%	1,877 $314,000
Q2 2024 Jul 23, 2024	SELL	$146.82 - $155.77 $9,102 - $9,657	-62 Reduced 3.12%	1,926 $289,000
Q4 2023 Jan 19, 2024	SELL	$124.27 - $145.8 $40,636 - $47,676	-327 Reduced 14.13%	1,988 $288,000
Q2 2023 Jul 20, 2023	SELL	$127.92 - $138.38 $1,662 - $1,798	-13 Reduced 0.56%	2,315 $320,000
Q1 2023 Apr 12, 2023	BUY	$126.74 - $147.12 $1,647 - $1,912	13 Added 0.56%	2,328 $312,000
Q3 2022 Oct 13, 2022	BUY	$121.77 - $145.8 $11,811 - $14,142	97 Added 4.37%	2,315 $286,000
Q4 2021 Feb 07, 2022	BUY	$140.47 - $150.69 $311,562 - $334,230	2,218 New	2,218 $324,000

Others Institutions Holding VOE

# of Institutions

1,190

Shares Held

71.9M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Von Berge Wealth Management Group, LLC Vanguard Mid Cap Value Index F Transaction History