Von Berge Wealth Management Group, LLC Purchases in Q3 2024

Von Berge Wealth Management Group, LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
135K
+ 245.35%
$92.63 - $105.69 $12.5M - $14.3M
191K $19.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
91.3K
+ 162.71%
$73.43 - $80.37 $6.71M - $7.34M
147K $11.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
68.6K
+ 148.34%
$75.47 - $83.18 $5.18M - $5.71M
115K $9.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
82.3K
+ 86.25%
$36.98 - $41.55 $3.04M - $3.42M
178K $7.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
28K
+ 57.8%
$46.9 - $51.96 $1.31M - $1.46M
76.5K $3.94M
MGV
Vanguard Mega Cap Value

ETFs
102
+ 0.1%
$118.0 - $128.28 $12K - $13.1K
105K $13.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
481
+ 0.57%
$41.9 - $48.26 $20.2K - $23.2K
84.6K $4.05M
VTI
Vanguard Total Stock Market Et

ETFs
146
+ 1.05%
$255.18 - $283.2 $37.3K - $41.3K
14.1K $3.98M
LMT
Lockheed Martin Corp

Industrials
396
New
$460.3 - $584.56 $182K - $231K
396 $231K
VNQ
Vanguard Specialized Funds Van

ETFs
2.31K
New
$82.97 - $98.97 $192K - $229K
2.31K $225K
CAT
Caterpillar Inc

Industrials
500
New
$316.8 - $391.12 $158K - $196K
500 $195K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
672
+ 3.03%
$58.03 - $65.37 $39K - $43.9K
22.8K $1.48M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.28K
+ 13.62%
$28.02 - $32.68 $63.9K - $74.5K
19K $614K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.34%
$333.64 - $405.2 $2K - $2.43K
1.78K $722K
VIG
Vanguard Dividend Appreciation

ETFs
490
+ 2.82%
$182.15 - $182.15 $89.3K - $89.3K
17.9K $3.25M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
738
+ 2.32%
$49.93 - $51.15 $36.8K - $37.7K
32.5K $1.66M
GLW
Corning Inc

Technology
6
+ 0.08%
$37.76 - $46.2 $227 - $277
7.74K $349K
XOM
Exxon Mobil Corp

Energy
5
+ 0.04%
$109.72 - $119.0 $549 - $595
14.2K $1.66M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
350
+ 4.04%
$31.05 - $34.29 $10.9K - $12K
9.01K $308K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$79.92 - $88.19 $160 - $176
3.31K $291K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.62%
$117.9 - $128.2 $1.53K - $1.67K
2.12K $271K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.09%
$200.87 - $224.6 $201 - $225
1.15K $254K
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.32%
$185.93 - $206.64 $1.12K - $1.24K
1.87K $386K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14
+ 0.38%
$57.32 - $62.65 $802 - $877
3.68K $229K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.12%
$160.76 - $177.82 $322 - $356
1.71K $295K
GD
General Dynamics Corp

Industrials
2
+ 0.22%
$279.51 - $308.09 $559 - $616
907 $274K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$434.77 - $502.96 $435 - $503
1.32K $643K
CGMS
Capital Grp Core Plus Income E
482
+ 1.74%
N/A
28.2K $0
NUE
Nucor Corp

Basic Materials
24
+ 0.37%
$137.77 - $166.14 $3.31K - $3.99K
6.49K $976K
QCOM
Qualcomm Inc

Technology
26
+ 0.42%
$156.12 - $209.64 $4.06K - $5.45K
6.28K $1.07M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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