Von Berge Wealth Management Group, LLC Reduced Holdings in Q4 2024

Von Berge Wealth Management Group, LLC

  • $158 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.98K
- 3.66%
$25.93 - $105.3 $181K - $735K
184K $5.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.65K
- 14.3%
$49.79 - $51.14 $231K - $238K
27.9K $1.4M
XOM
Exxon Mobil Corp

Energy
-994
- 7.02%
$105.51 - $125.37 $105K - $125K
13.2K $1.42M
QCOM
Qualcomm Inc

Technology
-72
- 1.15%
$150.4 - $178.04 $10.8K - $12.8K
6.21K $953K
UNH
Unitedhealth Group Inc

Healthcare
-9
- 1.54%
$485.52 - $625.25 $4.37K - $5.63K
574 $290K
MSFT
Microsoft Corp

Technology
-28
- 0.68%
$406.35 - $454.46 $11.4K - $12.7K
4.06K $1.71M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-16
- 0.23%
$184.21 - $199.29 $2.95K - $3.19K
7.03K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
-57
- 3.34%
$161.05 - $179.7 $9.18K - $10.2K
1.65K $276K
MGC
Vanguard Mega Cap ETF

ETFs
-117
- 6.25%
$204.21 - $220.18 $23.9K - $25.8K
1.76K $373K
SRE
Sempra Energy

Utilities
-96
- 2.87%
$80.81 - $94.77 $7.76K - $9.1K
3.25K $284K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.48%
$873.59 - $994.69 $3.49K - $3.98K
838 $767K
GOOG
Alphabet Inc.

Communication Services
-14
- 1.16%
$163.08 - $198.16 $2.28K - $2.77K
1.19K $226K
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.69%
$205.18 - $250.29 $2.46K - $3K
1.72K $411K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-53
- 1.28%
$340.59 - $380.5 $18.1K - $20.2K
4.1K $1.5M
AAPL
Apple Inc.

Technology
-746
- 5.12%
$221.69 - $259.02 $165K - $193K
13.8K $3.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.74%
$180.88 - $232.93 $3.62K - $4.66K
2.68K $587K
VUG
Vanguard Growth ETF

ETFs
-299
- 1.25%
$378.79 - $428.11 $113K - $128K
23.7K $9.72M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-252
- 0.59%
$316.94 - $357.88 $79.9K - $90.2K
42.6K $14.6M
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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