Von Berge Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt 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 Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 31,765 shares of VTEB stock, worth $1.61 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

31,765

Previous 32,639 2.68%

Holding current value

$1.61 Million

Previous $1.65 Million 3.63%

% of portfolio

1.02%

Previous 1.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$47.61 - $50.06 $7,522 - $7,909	158 Added 0.46%	34,702 $1.72 Million
Q3 2022 Oct 13, 2022	BUY	N/A	28,811 Added 502.55%	34,544 $1.68 Million
Q2 2022 Jul 18, 2022	BUY	N/A	510 Added 9.76%	5,733 $289,000
Q1 2022 Apr 22, 2022	BUY	N/A	1,456 Added 38.65%	5,223 $265,000
Q4 2021 Feb 07, 2022	BUY	N/A	3,767 New	3,767 $201,000

Others Institutions Holding VTEB

# of Institutions

1,141

Shares Held

493M

Call Options Held

21.1K

Put Options Held

21.7K

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