Von Berge Wealth Management Group, LLC Vanguard S&P 500 Value 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 S&P 500 Value ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 7,032 shares of VOOV stock, worth $1.29 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

7,032

Previous 7,048 0.23%

Holding current value

$1.29 Million

Previous $1.34 Million 3.5%

% of portfolio

0.82%

Previous 0.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$184.21 - $199.29 $2,947 - $3,188	-16 Reduced 0.23%	7,032 $1.3 Million
Q3 2024 Nov 12, 2024	SELL	$175.0 - $190.72 $5,775 - $6,293	-33 Reduced 0.47%	7,048 $1.34 Million
Q2 2024 Jul 23, 2024	BUY	$170.84 - $180.49 $6,833 - $7,219	40 Added 0.57%	7,081 $1.24 Million
Q1 2024 Apr 12, 2024	BUY	$165.39 - $180.47 $23,485 - $25,626	142 Added 2.06%	7,041 $1.27 Million
Q4 2023 Jan 19, 2024	SELL	$142.76 - $168.38 $13,990 - $16,501	-98 Reduced 1.4%	6,899 $1.16 Million
Q3 2023 Nov 03, 2023	BUY	$148.69 - $161.15 $297 - $322	2 Added 0.03%	6,997 $1.04 Million
Q1 2023 Apr 12, 2023	SELL	$139.24 - $154.09 $38,012 - $42,066	-273 Reduced 3.76%	6,995 $1.03 Million
Q4 2022 Feb 02, 2023	SELL	$125.37 - $146.73 $17,050 - $19,955	-136 Reduced 1.84%	7,268 $1.02 Million
Q3 2022 Oct 13, 2022	BUY	$124.14 - $145.84 $372 - $437	3 Added 0.04%	7,404 $935,000
Q2 2022 Jul 18, 2022	BUY	$129.51 - $153.39 $11,914 - $14,111	92 Added 1.26%	7,401 $978,000
Q1 2022 Apr 22, 2022	BUY	$142.52 - $153.78 $142 - $153	1 Added 0.01%	7,309 $1.1 Million
Q4 2021 Feb 07, 2022	BUY	$141.09 - $151.6 $1.03 Million - $1.11 Million	7,308 New	7,308 $1.09 Million

Others Institutions Holding VOOV

# of Institutions

404

Shares Held

13.4M

Call Options Held

Put Options Held

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About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
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Von Berge Wealth Management Group, LLC Vanguard S&P 500 Value ETF Transaction History