Von Berge Wealth Management Group, LLC Vanguard Value ETF Transaction History
Von Berge Wealth Management Group, LLC
- $192 Million
- Q3 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 55,143 shares of VTV stock, worth $9.71 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
55,143
Previous 58,339
5.48%
Holding current value
$9.71 Million
Previous $9.36 Million
2.86%
% of portfolio
5.0%
Previous 5.98%
Shares
12 transactions
Others Institutions Holding VTV
# of Institutions
2,292Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.19 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.12 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.58 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.49 Billion1.14% of portfolio