Von Berge Wealth Management Group, LLC VIG Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 20,588.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.88 Mil. This investment constitutes 2.5% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 10 purchases of VIG, at an average price of $168.12, for a total of 21,892.00 shares. In addition, there have been 3 sales at an average price of $170.03 for 1,304.00 shares. Based on historical transaction data and VIG's current price of $205.93, Von Berge Wealth Management Group, LLC's estimated gain on his VIG holdings is $780,871.91, reflecting a 21.22% gain to date.
Von Berge Wealth Management Group, LLC VIG ($205.93) Holding Chart
Von Berge Wealth Management Group, LLC VIG ($205.93) 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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