Von Berge Wealth Management Group, LLC Vanguard Mid Cap ETF 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 Mid Cap ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 62,436 shares of VO stock, worth $17.3 Million. This represents 8.56% of its overall portfolio holdings.
Number of Shares
62,436
Previous 64,958
3.88%
Holding current value
$17.3 Million
Previous $15.7 Million
4.74%
% of portfolio
8.56%
Previous 10.05%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,120Shares Held
174MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.01 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio