Berger Financial Group, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 2,600 shares of VOO stock, worth $1.38 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,600

Previous 19,859 86.91%

Holding current value

$1.38 Million

Previous $10.5 Million 86.64%

% of portfolio

0.11%

Previous 0.89%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$521.84 - $558.82 $2.99 Million - $3.21 Million	5,736 Added 28.88%	25,595 $13.8 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $215,740 - $239,575	454 Added 2.34%	19,859 $10.5 Million
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $256,221 - $283,909	563 Added 2.99%	19,405 $9.71 Million
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $190,666 - $213,719	-444 Reduced 2.3%	18,842 $9.06 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $705,965 - $819,853	1,871 Added 10.74%	19,286 $8.42 Million
Q3 2023 Nov 03, 2023	SELL	$392.7 - $420.68 $325,155 - $348,323	-828 Reduced 4.54%	17,415 $6.84 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $293,437 - $321,751	790 Added 4.53%	18,243 $7.43 Million
Q1 2023 Apr 24, 2023	BUY	$348.66 - $382.94 $236,042 - $259,250	677 Added 4.04%	17,453 $6.56 Million
Q4 2022 Jan 30, 2023	SELL	$327.64 - $374.54 $156,939 - $179,404	-479 Reduced 2.78%	16,776 $5.89 Million
Q3 2022 Oct 27, 2022	BUY	$328.3 - $395.04 $97,176 - $116,931	296 Added 1.75%	17,255 $5.67 Million
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $3.73 Million - $4.65 Million	11,069 Added 187.93%	16,959 $5.88 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $9,567 - $10,981	-25 Reduced 0.42%	5,890 $2.45 Million
Q4 2021 Jan 26, 2022	SELL	$394.21 - $439.01 $152,165 - $169,457	-386 Reduced 6.13%	5,915 $2.58 Million
Q3 2021 Oct 28, 2021	BUY	$390.68 - $416.73 $15,627 - $16,669	40 Added 0.64%	6,301 $2.49 Million
Q2 2021 Jul 29, 2021	BUY	$368.16 - $394.32 $19,880 - $21,293	54 Added 0.87%	6,261 $2.46 Million
Q1 2021 May 12, 2021	SELL	$339.03 - $365.24 $7,797 - $8,400	-23 Reduced 0.37%	6,207 $2.26 Million
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $1.87 Million - $2.14 Million	6,230 New	6,230 $2.14 Million

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

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Berger Financial Group, Inc Vanguard Index Fds S&P 500 ETF Transaction History