Von Berge Wealth Management Group, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,551 shares of VOT stock, worth $356,962. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,551
Previous 1,594
2.7%
Holding current value
$356,962
Previous $375,000
5.07%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
925Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$642 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$562 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$545 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$479 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$416 Million0.04% of portfolio