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

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q1 2025

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 1,523 shares of VOT stock, worth $408,559. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,523
Previous 1,532 0.59%
Holding current value
$408,559
Previous $388,000 4.12%
% of portfolio
0.24%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$237.72 - $276.98 $2,139 - $2,492
-9 Reduced 0.59%
1,523 $372,000
Q4 2024

Feb 06, 2025
BUY
$241.48 - $274.89 $241 - $274
1 Added 0.07%
1,532 $388,000
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
1,076
Shares Held
40.5M
Call Options Held
17.9K
Put Options Held
5.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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