Von Berge Wealth Management Group, LLC Vanguard Mega Cap Value Transaction History
Von Berge Wealth Management Group, LLC
- $156 Million
- Q2 2024
A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 104,979 shares of MGV stock, worth $13.4 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
104,979
Previous 104,445
0.51%
Holding current value
$13.4 Million
Previous $12.5 Million
0.34%
% of portfolio
7.95%
Previous 8.07%
Shares
11 transactions
Others Institutions Holding MGV
# of Institutions
414Shares Held
46.8MCall Options Held
400Put Options Held
600-
Assetmark, Inc14MShares$1.78 Billion5.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.75MShares$479 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.56MShares$327 Million0.02% of portfolio
-
Lincoln National Corp1.93MShares$246 Million7.96% of portfolio
-
Ubs Group Ag1.8MShares$230 Million0.05% of portfolio