Von Berge Wealth Management Group, LLC Vanguard Value ETF 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 Value ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 58,339 shares of VTV stock, worth $9.89 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
58,339
Previous 58,043
0.51%
Holding current value
$9.89 Million
Previous $9.45 Million
0.99%
% of portfolio
5.98%
Previous 6.11%
Shares
11 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio