Von Berge Wealth Management Group, LLC Vanguard Mid Cap Growth Index 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 Mid Cap Growth Index stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,532 shares of VOT stock, worth $359,269. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,532

Previous 1,531 0.07%

Holding current value

$359,269

Previous $372,000 4.3%

% of portfolio

0.25%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$241.48 - $274.89 $241 - $274	1 Added 0.07%	1,532 $388,000
Q3 2024 Nov 12, 2024	SELL	$218.05 - $243.47 $4,361 - $4,869	-20 Reduced 1.29%	1,531 $372,000
Q2 2024 Jul 23, 2024	SELL	$218.75 - $234.97 $9,406 - $10,103	-43 Reduced 2.7%	1,551 $356,000
Q1 2024 Apr 12, 2024	SELL	$212.21 - $235.79 $4,244 - $4,715	-20 Reduced 1.24%	1,594 $375,000
Q4 2023 Jan 19, 2024	SELL	$180.9 - $221.2 $41,064 - $50,212	-227 Reduced 12.33%	1,614 $354,000
Q3 2023 Nov 03, 2023	BUY	$191.65 - $213.93 $7,091 - $7,915	37 Added 2.05%	1,841 $358,000
Q3 2022 Oct 13, 2022	BUY	$170.12 - $208.72 $15,821 - $19,410	93 Added 5.44%	1,804 $311,000
Q4 2021 Feb 07, 2022	BUY	$234.3 - $265.79 $400,887 - $454,766	1,711 New	1,711 $379,000

Others Institutions Holding VOT

# of Institutions

1,064

Shares Held

42.2M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Von Berge Wealth Management Group, LLC Vanguard Mid Cap Growth Index Transaction History