Von Berge Wealth Management Group, LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 4,012 shares of VOO stock, worth $2.03 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
4,012
Previous 3,973 0.98%
Holding current value
$2.03 Million
Previous $1.91 Million 5.08%
% of portfolio
1.28%
Previous 1.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$455.1 - $504.28 $17,748 - $19,666
39 Added 0.98%
4,012 $2.01 Million
Q1 2024

Apr 12, 2024
BUY
$429.43 - $481.35 $229,745 - $257,522
535 Added 15.56%
3,973 $1.91 Million
Q4 2023

Jan 19, 2024
SELL
$377.32 - $438.19 $95,461 - $110,862
-253 Reduced 6.85%
3,438 $1.5 Million
Q3 2023

Nov 03, 2023
SELL
$392.7 - $420.68 $23,562 - $25,240
-60 Reduced 1.6%
3,691 $1.45 Million
Q2 2023

Jul 20, 2023
BUY
$371.44 - $407.28 $19,314 - $21,178
52 Added 1.41%
3,751 $1.53 Million
Q1 2023

Apr 12, 2023
SELL
$348.66 - $382.94 $26,498 - $29,103
-76 Reduced 2.01%
3,699 $1.39 Million
Q4 2022

Feb 02, 2023
BUY
$343.59 - $374.54 $67,687 - $73,784
197 Added 5.51%
3,775 $1.33 Million
Q3 2022

Oct 13, 2022
BUY
$339.63 - $395.04 $241,137 - $280,478
710 Added 24.76%
3,578 $1.18 Million
Q2 2022

Jul 18, 2022
BUY
$337.07 - $419.85 $45,841 - $57,099
136 Added 4.98%
2,868 $999,000
Q1 2022

Apr 22, 2022
BUY
$382.7 - $439.25 $103,329 - $118,597
270 Added 10.97%
2,732 $1.1 Million
Q4 2021

Feb 07, 2022
BUY
$394.21 - $439.01 $970,545 - $1.08 Million
2,462 New
2,462 $1.02 Million

Others Institutions Holding VOO

# of Institutions
2,996
Shares Held
375M
Call Options Held
1.16M
Put Options Held
1.02M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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