Von Berge Wealth Management Group, LLC Vanguard Whitehall Fds (Vangua 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 Whitehall Fds (Vangua stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 2,168 shares of VYM stock, worth $290,013. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,168
Previous 2,117
2.41%
Holding current value
$290,013
Previous $271,000
1.85%
% of portfolio
0.17%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding VYM
# of Institutions
1,922Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio