Von Berge Wealth Management Group, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,926 shares of VOE stock, worth $310,837. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,926
Previous 1,988
3.12%
Holding current value
$310,837
Previous $309,000
6.47%
% of portfolio
0.18%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$781 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$740 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$567 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$506 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$496 Million0.04% of portfolio