Von Berge Wealth Management Group, LLC Vanguard Total Stock Market Et 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 Total Stock Market Et stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 15,311 shares of VTI stock, worth $4.53 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

15,311

Previous 14,067 8.84%

Holding current value

$4.53 Million

Previous $3.98 Million 11.4%

% of portfolio

2.81%

Previous 2.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$280.04 - $302.45 $348,369 - $376,247	1,244 Added 8.84%	15,311 $4.44 Million
Q3 2024 Nov 12, 2024	BUY	$255.18 - $283.2 $37,256 - $41,347	146 Added 1.05%	14,067 $3.98 Million
Q2 2024 Jul 23, 2024	BUY	$245.23 - $269.4 $14,223 - $15,625	58 Added 0.42%	13,921 $3.72 Million
Q1 2024 Apr 12, 2024	BUY	$232.77 - $260.14 $214,846 - $240,109	923 Added 7.13%	13,863 $3.6 Million
Q4 2023 Jan 19, 2024	BUY	$203.12 - $238.25 $303,867 - $356,422	1,496 Added 13.07%	12,940 $3.07 Million
Q3 2023 Nov 03, 2023	SELL	$211.41 - $228.35 $11,204 - $12,102	-53 Reduced 0.46%	11,444 $2.43 Million
Q2 2023 Jul 20, 2023	BUY	$200.75 - $220.28 $3,212 - $3,524	16 Added 0.14%	11,497 $2.53 Million
Q1 2023 Apr 12, 2023	BUY	$189.85 - $210.01 $27,907 - $30,871	147 Added 1.3%	11,481 $2.34 Million
Q4 2022 Feb 02, 2023	BUY	$179.3 - $204.18 $93,415 - $106,377	521 Added 4.82%	11,334 $2.17 Million
Q3 2022 Oct 13, 2022	SELL	$179.47 - $216.24 $26,741 - $32,219	-149 Reduced 1.36%	10,813 $1.96 Million
Q2 2022 Jul 18, 2022	BUY	$183.02 - $230.52 $82,359 - $103,734	450 Added 4.28%	10,962 $2.08 Million
Q1 2022 Apr 22, 2022	SELL	$209.9 - $242.97 $12,174 - $14,092	-58 Reduced 0.55%	10,512 $2.32 Million
Q4 2021 Feb 07, 2022	BUY	$221.73 - $242.96 $2.34 Million - $2.57 Million	10,570 New	10,570 $2.4 Million

Others Institutions Holding VTI

# of Institutions

3,356

Shares Held

460M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Von Berge Wealth Management Group, LLC Vanguard Total Stock Market Et Transaction History