Von Berge Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt 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 Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 27,855 shares of VTEB stock, worth $1.4 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

27,855

Previous 32,503 14.3%

Holding current value

$1.4 Million

Previous $1.66 Million 15.95%

% of portfolio

0.88%

Previous 0.86%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$49.79 - $51.14 $231,423 - $237,698	-4,648 Reduced 14.3%	27,855 $1.4 Million
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $36,848 - $37,748	738 Added 2.32%	32,503 $1.66 Million
Q2 2024 Jul 23, 2024	SELL	$49.55 - $50.44 $43,306 - $44,084	-874 Reduced 2.68%	31,765 $1.59 Million
Q1 2024 Apr 12, 2024	BUY	$50.36 - $51.06 $386,714 - $392,089	7,679 Added 30.77%	32,639 $1.65 Million
Q4 2023 Jan 19, 2024	SELL	$47.36 - $51.14 $87,284 - $94,251	-1,843 Reduced 6.88%	24,960 $1.27 Million
Q3 2023 Nov 03, 2023	SELL	$48.03 - $50.5 $351,243 - $369,306	-7,313 Reduced 21.44%	26,803 $1.29 Million
Q2 2023 Jul 20, 2023	SELL	$49.5 - $51.06 $14,751 - $15,215	-298 Reduced 0.87%	34,116 $1.71 Million
Q1 2023 Apr 12, 2023	SELL	$49.32 - $51.02 $14,204 - $14,693	-288 Reduced 0.83%	34,414 $1.74 Million
Q4 2022 Feb 02, 2023	BUY	$47.5 - $50.06 $7,505 - $7,909	158 Added 0.46%	34,702 $1.72 Million
Q3 2022 Oct 13, 2022	BUY	$48.11 - $51.14 $1.39 Million - $1.47 Million	28,811 Added 502.55%	34,544 $1.68 Million
Q2 2022 Jul 18, 2022	BUY	$49.13 - $51.51 $25,056 - $26,270	510 Added 9.76%	5,733 $289,000
Q1 2022 Apr 22, 2022	BUY	$51.44 - $54.88 $74,896 - $79,905	1,456 Added 38.65%	5,223 $265,000
Q4 2021 Feb 07, 2022	BUY	$54.5 - $55.03 $205,301 - $207,298	3,767 New	3,767 $201,000

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

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.

Account

Von Berge Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History