Von Berge Wealth Management Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Von Berge Wealth Management Group, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$48.13 - $49.85 $3,176 - $3,290	66 Added 0.24%	27,995 $1.37 Million
Q1 2025 Apr 25, 2025	BUY	$49.25 - $50.66 $3,644 - $3,748	74 Added 0.27%	27,929 $1.39 Million
Q4 2024 Feb 06, 2025	SELL	$49.79 - $51.14 $231,423 - $237,698	-4,648 Reduced 14.3%	27,855 $1.4 Million
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $36,848 - $37,748	738 Added 2.32%	32,503 $1.66 Million
Q2 2024 Jul 23, 2024	SELL	$49.55 - $50.44 $43,306 - $44,084	-874 Reduced 2.68%	31,765 $1.59 Million

Q1 2024 Apr 12, 2024	BUY	$50.36 - $51.06 $386,714 - $392,089	7,679 Added 30.77%	32,639 $1.65 Million
Q4 2023 Jan 19, 2024	SELL	$47.36 - $51.14 $87,284 - $94,251	-1,843 Reduced 6.88%	24,960 $1.27 Million
Q3 2023 Nov 03, 2023	SELL	$48.03 - $50.5 $351,243 - $369,306	-7,313 Reduced 21.44%	26,803 $1.29 Million
Q2 2023 Jul 20, 2023	SELL	$49.5 - $51.06 $14,751 - $15,215	-298 Reduced 0.87%	34,116 $1.71 Million
Q1 2023 Apr 12, 2023	SELL	$49.32 - $51.02 $14,204 - $14,693	-288 Reduced 0.83%	34,414 $1.74 Million
Q4 2022 Feb 02, 2023	BUY	$47.5 - $50.06 $7,505 - $7,909	158 Added 0.46%	34,702 $1.72 Million
Q3 2022 Oct 13, 2022	BUY	$48.11 - $51.14 $1.39 Million - $1.47 Million	28,811 Added 502.55%	34,544 $1.68 Million
Q2 2022 Jul 18, 2022	BUY	$49.13 - $51.51 $25,056 - $26,270	510 Added 9.76%	5,733 $289,000
Q1 2022 Apr 22, 2022	BUY	$51.44 - $54.88 $74,896 - $79,905	1,456 Added 38.65%	5,223 $265,000
Q4 2021 Feb 07, 2022	BUY	$54.5 - $55.03 $205,301 - $207,298	3,767 New	3,767 $201,000

1,382

607M

282K

56K

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