Von Berge Wealth Management Group, LLC Incresed Positions in Q2 2024

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.09%
$495.16 - $548.49 $990 - $1.1K
2.2K $1.2M
QQQ
Invesco Qqq Trust, Series 1

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