Von Berge Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q1 2025
A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 23,200 shares of VUG stock, worth $9.59 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
23,200
Previous 23,680
2.03%
Holding current value
$9.59 Million
Previous $9.72 Million
11.48%
% of portfolio
5.51%
Previous 6.16%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,677Shares Held
267MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.8 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.33 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio