Von Berge Wealth Management Group, LLC Vanguard Dividend Appreciation 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 Dividend Appreciation stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 17,372 shares of VIG stock, worth $3.16 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
17,372
Previous 18,119 4.12%
Holding current value
$3.16 Million
Previous $3.31 Million 4.14%
% of portfolio
2.03%
Previous 2.14%

Shares

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

Jul 23, 2024
SELL
$173.33 - $185.29 $129,477 - $138,411
-747 Reduced 4.12%
17,372 $3.17 Million
Q1 2024

Apr 12, 2024
BUY
$168.47 - $182.98 $169,312 - $183,894
1,005 Added 5.87%
18,119 $3.31 Million
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $123,281 - $140,522
821 Added 5.04%
17,114 $2.92 Million
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $11,653 - $12,521
-75 Reduced 0.46%
16,293 $2.53 Million
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $73,620 - $78,291
-482 Reduced 2.86%
16,368 $2.66 Million
Q1 2023

Apr 12, 2023
BUY
$147.24 - $158.33 $6,478 - $6,966
44 Added 0.26%
16,850 $2.6 Million
Q4 2022

Feb 02, 2023
BUY
$144.84 - $158.71 $262,015 - $287,106
1,809 Added 12.06%
16,806 $2.55 Million
Q3 2022

Oct 13, 2022
BUY
N/A
108 Added 0.73%
14,997 $2.05 Million
Q2 2022

Jul 18, 2022
BUY
N/A
100 Added 0.68%
14,889 $2.13 Million
Q1 2022

Apr 22, 2022
BUY
N/A
38 Added 0.26%
14,789 $2.36 Million
Q4 2021

Feb 07, 2022
BUY
N/A
14,751 New
14,751 $2.4 Million

Others Institutions Holding VIG

# of Institutions
2,238
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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