Von Berge Wealth Management Group, LLC Reduced Holdings in Q2 2024

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-633
- 1.28%
$210.76 - $226.94 $133K - $144K
48.9K $10.7M
VO
Vanguard Mid Cap ETF

ETFs
-550
- 0.84%
$234.99 - $248.98 $129K - $137K
65K $15.7M
XOM
Exxon Mobil Corp

Energy
-2.3K
- 13.97%
$108.36 - $122.2 $249K - $281K
14.2K $1.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-257
- 0.55%
$75.69 - $81.19 $19.5K - $20.9K
46.3K $3.6M
VIG
Vanguard Dividend Appreciation

ETFs
-747
- 4.12%
$173.33 - $185.29 $129K - $138K
17.4K $3.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-57
- 0.12%
$45.24 - $49.04 $2.58K - $2.8K
48.5K $2.3M
CVX
Chevron Corp

Energy
-497
- 26.45%
$152.57 - $166.33 $75.8K - $82.7K
1.38K $216K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-874
- 2.68%
$49.55 - $50.44 $43.3K - $44.1K
31.8K $1.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 1.2%
$396.73 - $420.24 $9.92K - $10.5K
2.05K $835K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-264
- 11.15%
$114.71 - $121.51 $30.3K - $32.1K
2.1K $249K
VBK
Vanguard Small Cap Growth ETF

ETFs
-39
- 4.01%
$237.63 - $258.31 $9.27K - $10.1K
933 $233K
VBR
Vanguard Small Cap Value ETF

ETFs
-51
- 4.15%
$177.65 - $191.11 $9.06K - $9.75K
1.18K $215K
VOE
Vanguard Mid Cap Value Index F

ETFs
-62
- 3.12%
$146.82 - $155.77 $9.1K - $9.66K
1.93K $289K
VOT
Vanguard Mid Cap Growth Index

ETFs
-43
- 2.7%
$218.75 - $234.97 $9.41K - $10.1K
1.55K $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.06K
- 4.6%
$40.83 - $44.89 $166K - $182K
84.1K $3.68M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-116
- 2.64%
$286.24 - $337.0 $33.2K - $39.1K
4.29K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.92%
$704.88 - $870.75 $5.64K - $6.97K
857 $728K
QCOM
Qualcomm Inc

Technology
-242
- 3.73%
$157.63 - $227.09 $38.1K - $55K
6.25K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-288
- 0.52%
$87.04 - $101.61 $25.1K - $29.3K
55.2K $5.56M
VUG
Vanguard Growth ETF

ETFs
-499
- 1.97%
$322.46 - $377.11 $161K - $188K
24.8K $9.28M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-607
- 1.35%
$267.84 - $317.0 $163K - $192K
44.5K $14M
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