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
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
93 Added 5.44%
1,804 $311,000
Q4 2021

Feb 07, 2022
BUY
N/A
1,711 New
1,711 $379,000

Others Institutions Holding VOT

# of Institutions
925
Shares Held
38.4M
Call Options Held
15.5K
Put Options Held
4.4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email