Von Berge Wealth Management Group, LLC Vanguard Mid Cap Growth Index Transaction History

Von Berge Wealth Management Group, LLC

$192 Million
Q3 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,531 shares of VOT stock, worth $394,018. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,531

Previous 1,551 1.29%

Holding current value

$394,018

Previous $356,000 4.49%

% of portfolio

0.19%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$218.05 - $243.47 $4,361 - $4,869	-20 Reduced 1.29%	1,531 $372,000
Q2 2024 Jul 23, 2024	SELL	$218.75 - $234.97 $9,406 - $10,103	-43 Reduced 2.7%	1,551 $356,000
Q1 2024 Apr 12, 2024	SELL	$212.21 - $235.79 $4,244 - $4,715	-20 Reduced 1.24%	1,594 $375,000
Q4 2023 Jan 19, 2024	SELL	$180.9 - $221.2 $41,064 - $50,212	-227 Reduced 12.33%	1,614 $354,000
Q3 2023 Nov 03, 2023	BUY	$191.65 - $213.93 $7,091 - $7,915	37 Added 2.05%	1,841 $358,000
Q3 2022 Oct 13, 2022	BUY	$170.12 - $208.72 $15,821 - $19,410	93 Added 5.44%	1,804 $311,000
Q4 2021 Feb 07, 2022	BUY	$234.3 - $265.79 $400,887 - $454,766	1,711 New	1,711 $379,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Von Berge Wealth Management Group, LLC Vanguard Mid Cap Growth Index Transaction History