Von Berge Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Von Berge Wealth Management Group, LLC
- $158 Million
- Q4 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 23,680 shares of VUG stock, worth $10.1 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
23,680
Previous 23,979
1.25%
Holding current value
$10.1 Million
Previous $9.21 Million
5.57%
% of portfolio
6.16%
Previous 4.79%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,654Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.92 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.49 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.23 Billion6.58% of portfolio