Von Berge Wealth Management Group, LLC Purchases in Q2 2024

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
27.1K
New
$33.16 - $36.03 $897K - $975K
27.1K $930K
AAPL
Apple Inc.

Technology
155
+ 1.01%
$165.0 - $216.67 $25.6K - $33.6K
15.5K $3.27M
NVDA
Nvidia Corp

Technology
8.19K
+ 802.06%
$118.11 - $1224.4 $967K - $10M
9.21K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
383
+ 6.29%
$142.05 - $197.88 $54.4K - $75.8K
6.48K $1.28M
BAC
Bank Of America Corp

Financial Services
5.13K
New
$34.68 - $40.02 $178K - $205K
5.13K $204K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.58K
+ 4.84%
$24.67 - $27.2 $88.2K - $97.3K
77.5K $2.06M
MSFT
Microsoft Corp

Technology
110
+ 2.59%
$389.33 - $452.85 $42.8K - $49.8K
4.36K $1.95M
VTI
Vanguard Total Stock Market Et

ETFs
58
+ 0.42%
$245.23 - $269.4 $14.2K - $15.6K
13.9K $3.72M
META
Meta Platforms, Inc.

Communication Services
75
+ 1.84%
$430.17 - $527.34 $32.3K - $39.6K
4.15K $2.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 0.98%
$455.1 - $504.28 $17.7K - $19.7K
4.01K $2.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.15%
$414.65 - $485.21 $829 - $970
1.32K $631K
GLW
Corning Inc

Technology
8
+ 0.1%
$30.91 - $40.21 $247 - $322
7.74K $300K
FNDE
Schwab Fundamental Emerging Mk

ETFs
540
+ 3.33%
$27.2 - $30.7 $14.7K - $16.6K
16.8K $495K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$151.94 - $186.86 $152 - $187
1.36K $248K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
630
+ 2.93%
$57.86 - $62.21 $36.5K - $39.2K
22.1K $1.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
623
+ 7.75%
$30.09 - $32.37 $18.7K - $20.2K
8.66K $279K
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.27%
$177.06 - $198.62 $885 - $993
1.87K $368K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.15%
$439.2 - $524.63 $439 - $525
659 $335K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 2.1%
$155.33 - $168.56 $5.44K - $5.9K
1.7K $280K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18
+ 0.57%
$76.35 - $77.35 $1.37K - $1.39K
3.18K $245K
MA
Mastercard Inc

Financial Services
1
+ 0.21%
$441.1 - $479.43 $441 - $479
476 $209K
VOOV
Vanguard S&P 500 Value ETF

ETFs
40
+ 0.57%
$170.84 - $180.49 $6.83K - $7.22K
7.08K $1.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
624
+ 0.66%
$37.19 - $39.82 $23.2K - $24.8K
95.4K $3.67M
MGV
Vanguard Mega Cap Value

ETFs
534
+ 0.51%
$113.61 - $120.34 $60.7K - $64.3K
105K $12.4M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$325.1 - $368.03 $325 - $368
1.78K $611K
SCHV
Schwab Strategic Tr Us Large C

ETFs
317
+ 0.57%
$71.74 - $75.86 $22.7K - $24K
56.1K $4.16M
VTV
Vanguard Value ETF

ETFs
296
+ 0.51%
$154.57 - $163.65 $45.8K - $48.4K
58.3K $9.36M
VEA
Vanguard Ftse Developed Market

ETFs
511
+ 0.3%
$47.83 - $51.21 $24.4K - $26.2K
173K $8.53M
FNDF
Schwab Fundamental Intl Large

ETFs
648
+ 0.23%
$34.19 - $36.51 $22.2K - $23.7K
283K $9.93M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Von Berge Wealth Management Group, LLC Portfolio

Follow Von Berge Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Von Berge Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Von Berge Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email