Von Berge Wealth Management Group, LLC Vanguard Small Cap Value ETF 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 Small Cap Value ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,178 shares of VBR stock, worth $238,462. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,178
Previous 1,229 4.15%
Holding current value
$238,462
Previous $235,000 8.51%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$177.65 - $191.11 $9,060 - $9,746
-51 Reduced 4.15%
1,178 $215,000
Q4 2023

Jan 19, 2024
BUY
$149.18 - $181.94 $183,342 - $223,604
1,229 New
1,229 $221,000
Q2 2023

Jul 20, 2023
BUY
$150.74 - $165.4 $185,259 - $203,276
1,229 New
1,229 $203,000
Q4 2022

Feb 02, 2023
BUY
$147.25 - $169.54 $180,970 - $208,364
1,229 New
1,229 $195,000
Q2 2022

Jul 18, 2022
SELL
$146.67 - $178.24 $146 - $178
-1 Reduced 0.07%
1,363 $205,000
Q4 2021

Feb 07, 2022
BUY
$168.72 - $185.72 $230,134 - $253,322
1,364 New
1,364 $233,000

Others Institutions Holding VBR

# of Institutions
1,509
Shares Held
90.1M
Call Options Held
44.8K
Put Options Held
24K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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