Von Berge Wealth Management Group, LLC Purchases in Q1 2025

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
8.7K
+ 8.01%
$123.61 - $133.01 $1.08M - $1.16M
117K $15.1M
VEA
Vanguard Ftse Developed Market

ETFs
8.71K
+ 5.15%
$47.4 - $52.99 $413K - $462K
178K $9.04M
META
Meta Platforms, Inc.

Communication Services
1.35K
+ 30.71%
$576.36 - $736.67 $778K - $995K
5.75K $3.31M
VTV
Vanguard Value ETF

ETFs
2.33K
+ 4.16%
$167.73 - $179.21 $391K - $418K
58.4K $10.1M
VIG
Vanguard Dividend Appreciation

ETFs
2.48K
+ 13.72%
N/A
20.6K $3.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.31K
+ 8.69%
$58.01 - $64.46 $134K - $149K
28.9K $1.8M
PCEF
Invesco Cef Income Composite E

ETFs
11.8K
New
$18.8 - $19.89 $222K - $235K
11.8K $223K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.19K
+ 2.12%
$25.77 - $27.6 $82.2K - $88K
153K $4.07M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.85K
+ 9.32%
$28.11 - $32.0 $51.9K - $59K
21.6K $666K
QCOM
Qualcomm Inc

Technology
191
+ 3.08%
$151.94 - $175.86 $29K - $33.6K
6.4K $982K
MA
Mastercard Inc

Financial Services
25
+ 5.67%
$504.67 - $576.31 $12.6K - $14.4K
466 $255K
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 5.98%
$551.42 - $612.93 $71.7K - $79.7K
2.31K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.35%
$225.19 - $279.95 $1.35K - $1.68K
1.72K $422K
HD
Home Depot, Inc.

Consumer Cyclical
126
+ 7.05%
$347.25 - $424.87 $43.8K - $53.5K
1.91K $700K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.18%
$158.56 - $176.26 $476 - $529
1.65K $281K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.39%
$85.55 - $94.34 $770 - $849
2.33K $210K
CGMS
Capital Grp Core Plus Income E
10.7K
+ 32.15%
N/A
44K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.27%
$156.61 - $168.02 $783 - $840
1.89K $302K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$82.81 - $92.93 $166 - $186
3.32K $282K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
74
+ 0.27%
$49.25 - $50.66 $3.64K - $3.75K
27.9K $1.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
65
+ 0.72%
$32.42 - $36.13 $2.11K - $2.35K
9.12K $300K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.26%
$183.02 - $207.75 $549 - $623
1.15K $214K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.24%
$57.21 - $65.8 $515 - $592
3.7K $215K
GLW
Corning Inc

Technology
6
+ 0.08%
$44.91 - $54.25 $269 - $326
7.75K $354K
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.28%
$199.2 - $222.69 $996 - $1.11K
1.76K $354K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.09%
$198.1 - $229.79 $198 - $230
1.16K $230K
SRE
Sempra Energy

Utilities
6
+ 0.18%
$67.85 - $87.67 $407 - $526
3.25K $232K
VTI
Vanguard Total Stock Market Et

ETFs
631
+ 4.12%
$271.18 - $303.12 $171K - $191K
15.9K $4.38M
IWF
Ishares Russell 1000 Gr ETF

ETFs
41
+ 2.12%
$360.07 - $417.26 $14.8K - $17.1K
1.97K $711K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 1.18%
$507.05 - $563.67 $20.8K - $23.1K
3.51K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 2.24%
$190.26 - $242.06 $11.4K - $14.5K
2.74K $521K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.08K
+ 0.94%
$25.58 - $29.24 $27.7K - $31.6K
116K $3.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.08K
+ 1.41%
$23.16 - $27.04 $25.1K - $29.3K
77.9K $1.83M
SCHG
Schwab Strategic Tr Us Large C

ETFs
333
+ 0.18%
$24.91 - $29.02 $8.3K - $9.66K
184K $4.61M
TSLA
Tesla, Inc.

Consumer Cyclical
750
+ 12.51%
$222.15 - $428.22 $167K - $321K
6.75K $1.75M
VB
Vanguard Small Cap ETF

ETFs
253
+ 0.54%
$217.89 - $252.64 $55.1K - $63.9K
47.2K $10.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
+ 3.11%
$307.43 - $357.48 $407K - $474K
43.9K $13.6M
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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