Berger Financial Group, Inc Vanguard Total World Stk Index Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,078 shares of VT stock, worth $567,820. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,078

Previous 2,968 37.4%

Holding current value

$567,820

Previous $381,000 47.24%

% of portfolio

0.04%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$128.41 - $138.03 $142,535 - $153,213	1,110 Added 37.4%	4,078 $561,000
Q2 2025 Jul 22, 2025	SELL	$103.16 - $128.52 $13,617 - $16,964	-132 Reduced 4.26%	2,968 $381,000
Q1 2025 May 12, 2025	SELL	$115.08 - $123.97 $108,060 - $116,407	-939 Reduced 23.25%	3,100 $359,000
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $244,835 - $257,339	2,091 Added 107.34%	4,039 $474,000
Q3 2024 Nov 12, 2024	SELL	$107.72 - $119.96 $4,955 - $5,518	-46 Reduced 2.31%	1,948 $233,000

Q2 2024 Aug 14, 2024	BUY	$104.94 - $113.51 $5,456 - $5,902	52 Added 2.68%	1,994 $224,000
Q1 2024 Apr 16, 2024	BUY	$100.68 - $110.5 $195,520 - $214,591	1,942 New	1,942 $214,000
Q4 2022 Jan 30, 2023	BUY	$78.67 - $91.07 $250,013 - $289,420	3,178 New	3,178 $273,000
Q2 2022 Aug 08, 2022	SELL	$83.88 - $102.77 $18,034 - $22,095	-215 Reduced 7.97%	2,484 $212,000
Q4 2021 Jan 26, 2022	BUY	$101.45 - $109.23 $273,813 - $294,811	2,699 New	2,699 $290,000
Q1 2021 May 12, 2021	SELL	$92.05 - $98.71 $239,698 - $257,040	-2,604 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$78.99 - $92.58 $205,689 - $241,078	2,604 New	2,604 $241,000

Others Institutions Holding VT

# of Institutions

1,218

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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Berger Financial Group, Inc Vanguard Total World Stk Index Transaction History