Von Berge Wealth Management Group, LLC Vanguard Whitehall Fds (Vangua 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 Whitehall Fds (Vangua stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 2,117 shares of VYM stock, worth $277,009. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,117
Previous 2,104
0.62%
Holding current value
$277,009
Previous $249,000
8.84%
% of portfolio
0.14%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.98 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.48 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.27 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$707 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$658 Million0.21% of portfolio