Von Berge Wealth Management Group, LLC Sells in Q3 2024

Von Berge Wealth Management Group, LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-24.6K
- 31.74%
$25.45 - $29.53 $626K - $726K
52.9K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-610
- 15.2%
$475.2 - $527.7 $290K - $322K
3.4K $1.8M
MSFT
Microsoft Corp

Technology
-272
- 6.24%
$395.15 - $467.56 $107K - $127K
4.09K $1.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.61K
- 3.61%
$285.48 - $330.24 $458K - $530K
42.9K $13.8M
NVDA
Nvidia Corp

Technology
-1.24K
- 13.46%
$98.91 - $134.91 $123K - $167K
7.97K $967K
VUG
Vanguard Growth ETF

ETFs
-835
- 3.37%
$341.08 - $391.94 $285K - $327K
24K $9.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-235
- 8.01%
$161.02 - $200.0 $37.8K - $47K
2.7K $502K
GOOG
Alphabet Inc.

Communication Services
-153
- 11.29%
$149.54 - $192.66 $22.9K - $29.5K
1.2K $200K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-353
- 11.11%
$76.94 - $79.54 $27.2K - $28.1K
2.82K $224K
BAC
Bank Of America Corp

Financial Services
-131
- 2.55%
$36.65 - $44.13 $4.8K - $5.78K
5K $198K
SRE
Sempra Energy

Utilities
-271
- 7.5%
$74.97 - $84.04 $20.3K - $22.8K
3.34K $279K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-132
- 3.08%
$305.34 - $350.41 $40.3K - $46.3K
4.15K $1.43M
MA
Mastercard Inc

Financial Services
-36
- 7.56%
$429.6 - $500.99 $15.5K - $18K
440 $217K
VBK
Vanguard Small Cap Growth ETF

ETFs
-26
- 2.79%
$240.48 - $267.94 $6.25K - $6.97K
907 $242K
JPM
Jpmorgan Chase & CO

Financial Services
-26
- 1.48%
$194.9 - $224.8 $5.07K - $5.84K
1.73K $364K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-209
- 10.18%
$405.19 - $478.57 $84.7K - $100K
1.84K $848K
VBR
Vanguard Small Cap Value ETF

ETFs
-33
- 2.8%
$179.99 - $201.6 $5.94K - $6.65K
1.15K $229K
UNP
Union Pacific Corp

Industrials
-48
- 3.76%
$221.78 - $256.09 $10.6K - $12.3K
1.23K $302K
VOT
Vanguard Mid Cap Growth Index

ETFs
-20
- 1.29%
$218.05 - $243.47 $4.36K - $4.87K
1.53K $372K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 1.75%
$801.83 - $917.05 $12K - $13.8K
842 $746K
VOE
Vanguard Mid Cap Value Index F

ETFs
-49
- 2.54%
$149.02 - $167.67 $7.3K - $8.22K
1.88K $314K
VEA
Vanguard Ftse Developed Market

ETFs
-10.6K
- 6.12%
$47.6 - $53.31 $503K - $563K
162K $8.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 1.05%
$517.38 - $573.86 $11.9K - $13.2K
2.18K $1.25M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-33
- 0.47%
$175.0 - $190.72 $5.78K - $6.29K
7.05K $1.34M
AAPL
Apple Inc.

Technology
-951
- 6.13%
$207.23 - $234.82 $197K - $223K
14.6K $3.39M
FNDF
Schwab Fundamental Intl Large

ETFs
-13.3K
- 4.7%
$33.67 - $37.71 $448K - $502K
270K $10.1M
META
Meta Platforms, Inc.

Communication Services
-57
- 1.37%
$453.41 - $572.44 $25.8K - $32.6K
4.1K $2.34M
VTV
Vanguard Value ETF

ETFs
-3.2K
- 5.48%
$159.75 - $174.57 $511K - $558K
55.1K $9.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-480
- 7.41%
$191.76 - $263.26 $92K - $126K
6K $1.57M
VB
Vanguard Small Cap ETF

ETFs
-2.4K
- 4.91%
$214.77 - $237.72 $516K - $571K
46.5K $11M
VO
Vanguard Mid Cap ETF

ETFs
-2.52K
- 3.88%
$237.84 - $263.83 $600K - $665K
62.4K $16.5M
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
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email