Von Berge Wealth Management Group, LLC Purchases in Q4 2024

Von Berge Wealth Management Group, LLC

  • $158 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.24K
+ 8.84%
$280.04 - $302.45 $348K - $376K
15.3K $4.44M
VB
Vanguard Small Cap ETF

ETFs
458
+ 0.99%
$233.76 - $261.58 $107K - $120K
46.9K $11.3M
META
Meta Platforms, Inc.

Communication Services
300
+ 7.32%
$554.08 - $632.68 $166K - $190K
4.4K $2.59M
USA
Liberty All Star Equity Fund

Financial Services
22.5K
New
$6.82 - $7.46 $154K - $168K
22.5K $156K
VO
Vanguard Mid Cap ETF

ETFs
306
+ 0.49%
$261.5 - $284.63 $80K - $87.1K
62.7K $16.6M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
10.4K
New
$9.14 - $9.66 $94.6K - $100K
10.4K $94K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.77K
+ 16.53%
$58.88 - $64.8 $222K - $244K
26.6K $1.57M
MGV
Vanguard Mega Cap Value

ETFs
3.49K
+ 3.32%
$124.06 - $133.48 $433K - $466K
109K $13.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
66
+ 1.94%
$521.84 - $558.82 $34.4K - $36.9K
3.47K $1.87M
VIG
Vanguard Dividend Appreciation

ETFs
242
+ 1.35%
N/A
18.1K $3.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.07%
$241.48 - $274.89 $241 - $275
1.53K $388K
MA
Mastercard Inc

Financial Services
1
+ 0.23%
$491.3 - $536.15 $491 - $536
441 $232K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.11%
$264.18 - $304.19 $264 - $304
908 $254K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 2.41%
$126.68 - $134.74 $6.46K - $6.87K
2.17K $276K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
50
+ 0.56%
$33.92 - $36.6 $1.7K - $1.83K
9.06K $313K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$87.25 - $95.52 $175 - $191
3.31K $292K
CGMS
Capital Grp Core Plus Income E
5.11K
+ 18.13%
N/A
33.3K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15
+ 0.41%
$61.68 - $67.87 $925 - $1.02K
3.69K $229K
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.26%
$197.36 - $217.3 $592 - $652
1.15K $227K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.27%
$160.89 - $176.18 $804 - $881
1.88K $304K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.39%
$87.85 - $98.6 $791 - $887
2.32K $206K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.17%
$385.02 - $431.37 $1.16K - $1.29K
1.79K $694K
FNDE
Schwab Fundamental Emerging Mk

ETFs
754
+ 3.96%
$28.89 - $33.95 $21.8K - $25.6K
19.8K $574K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.07K
+ 2.02%
$26.63 - $30.23 $28.5K - $32.3K
54K $1.44M
VTV
Vanguard Value ETF

ETFs
945
+ 1.71%
$168.32 - $181.87 $159K - $172K
56.1K $9.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.64K
+ 4.3%
$44.04 - $49.49 $160K - $180K
88.2K $3.89M
VEA
Vanguard Ftse Developed Market

ETFs
7.13K
+ 4.4%
$47.57 - $52.44 $339K - $374K
169K $8.09M
FNDF
Schwab Fundamental Intl Large

ETFs
1.53K
+ 0.57%
$32.92 - $37.15 $50.4K - $56.8K
272K $9.02M
SCHA
Schwab Strategic Tr Us Small C

ETFs
363
+ 0.47%
$25.33 - $51.16 $9.19K - $18.6K
76.8K $1.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.07K
+ 1.16%
$18.41 - $40.87 $38.1K - $84.5K
180K $3.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
426
+ 0.37%
$27.54 - $83.04 $11.7K - $35.4K
115K $3.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.65K
+ 1.8%
$25.79 - $80.4 $68.4K - $213K
150K $3.91M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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