Von Berge Wealth Management Group, LLC VTV Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 58,419.00 shares of Vanguard Value ETF(VTV), totaling $9.64 Mil. This investment constitutes 6.22% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 7 purchases of VTV, at an average price of $144.42, for a total of 70,685.00 shares. In addition, there have been 6 sales at an average price of $146.76 for 12,266.00 shares. Based on historical transaction data and VTV's current price of $178.44, Von Berge Wealth Management Group, LLC's estimated gain on his VTV holdings is $2.02 Mil, reflecting a 19.75% gain to date.
Von Berge Wealth Management Group, LLC VTV ($178.44) Holding Chart
Von Berge Wealth Management Group, LLC VTV ($178.44) 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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