Von Berge Wealth Management Group, LLC Vanguard Specialized Funds Van Transaction History

Von Berge Wealth Management Group, LLC

  • $192 Million
  • Q3 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 2,311 shares of VNQ stock, worth $206,626. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,311
Holding current value
$206,626
% of portfolio
0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$82.97 - $98.97 $191,743 - $228,719
2,311 New
2,311 $225,000
Q4 2022

Feb 02, 2023
BUY
$76.14 - $88.09 $174,512 - $201,902
2,292 New
2,292 $189,000
Q2 2022

Jul 18, 2022
SELL
$87.04 - $112.5 $609 - $787
-7 Reduced 0.3%
2,292 $209,000
Q4 2021

Feb 07, 2022
BUY
$102.53 - $116.01 $235,716 - $266,706
2,299 New
2,299 $245,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email