Von Berge Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Von Berge Wealth Management Group, LLC

$158 Million
Q4 2024

A detailed history of Von Berge Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 3,468 shares of VOO stock, worth $1.91 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

3,468

Previous 3,402 1.94%

Holding current value

$1.91 Million

Previous $1.8 Million 4.07%

% of portfolio

1.18%

Previous 0.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$521.84 - $558.82 $34,441 - $36,882	66 Added 1.94%	3,468 $1.87 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $289,872 - $321,897	-610 Reduced 15.2%	3,402 $1.8 Million
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $17,748 - $19,666	39 Added 0.98%	4,012 $2.01 Million
Q1 2024 Apr 12, 2024	BUY	$429.43 - $481.35 $229,745 - $257,522	535 Added 15.56%	3,973 $1.91 Million
Q4 2023 Jan 19, 2024	SELL	$377.32 - $438.19 $95,461 - $110,862	-253 Reduced 6.85%	3,438 $1.5 Million
Q3 2023 Nov 03, 2023	SELL	$392.7 - $420.68 $23,562 - $25,240	-60 Reduced 1.6%	3,691 $1.45 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $19,314 - $21,178	52 Added 1.41%	3,751 $1.53 Million
Q1 2023 Apr 12, 2023	SELL	$348.66 - $382.94 $26,498 - $29,103	-76 Reduced 2.01%	3,699 $1.39 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $64,545 - $73,784	197 Added 5.51%	3,775 $1.33 Million
Q3 2022 Oct 13, 2022	BUY	$328.3 - $395.04 $233,093 - $280,478	710 Added 24.76%	3,578 $1.18 Million
Q2 2022 Jul 18, 2022	BUY	$337.07 - $419.85 $45,841 - $57,099	136 Added 4.98%	2,868 $999,000
Q1 2022 Apr 22, 2022	BUY	$382.7 - $439.25 $103,329 - $118,597	270 Added 10.97%	2,732 $1.1 Million
Q4 2021 Feb 07, 2022	BUY	$394.21 - $439.01 $970,545 - $1.08 Million	2,462 New	2,462 $1.02 Million

Others Institutions Holding VOO

# of Institutions

3,510

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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Von Berge Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History