Von Berge Wealth Management Group, LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 24,814 shares of VUG stock, worth $9.02 Million. This represents 5.93% of its overall portfolio holdings.
Number of Shares
24,814
Previous 25,313
1.97%
Holding current value
$9.02 Million
Previous $8.71 Million
6.52%
% of portfolio
5.93%
Previous 5.63%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,283Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$15.7 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.35 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$4.95 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.13 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.04 Billion1.11% of portfolio