Number of Shares
177,935.00
Current Holdings Value*
$9.31 Mil
% of Portfolio
6.01%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
17.83%

Von Berge Wealth Management Group, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, Von Berge Wealth Management Group, LLC held 177,935.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $9.31 Mil. This investment constitutes 6.01% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 10 purchases of VEA, at an average price of $46.84, for a total of 205,925.00 shares. In addition, there have been 3 sales at an average price of $46.94 for 27,990.00 shares. Based on historical transaction data and VEA's current price of $56.48, Von Berge Wealth Management Group, LLC's estimated gain on his VEA holdings is $1.72 Mil, reflecting a 17.83% gain to date.

Von Berge Wealth Management Group, LLC VEA ($56.48) Holding Chart

Von Berge Wealth Management Group, LLC VEA ($56.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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