Von Berge Wealth Management Group, LLC VTI Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 15,942.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $4.29 Mil. This investment constitutes 2.77% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 10 purchases of VTI, at an average price of $239.12, for a total of 16,202.00 shares. In addition, there have been 3 sales at an average price of $208.92 for 260.00 shares. Based on historical transaction data and VTI's current price of $307.02, Von Berge Wealth Management Group, LLC's estimated gain on his VTI holdings is $1.07 Mil, reflecting a 27.74% gain to date.
Von Berge Wealth Management Group, LLC VTI ($307.02) Holding Chart
Von Berge Wealth Management Group, LLC VTI ($307.02) 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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