Von Berge Wealth Management Group, LLC VUG Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 23,200.00 shares of Vanguard Growth ETF(VUG), totaling $8.61 Mil. This investment constitutes 5.55% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.01% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 4 purchases of VUG, at an average price of $311.79, for a total of 28,916.00 shares. In addition, there have been 9 sales at an average price of $305.81 for 5,716.00 shares. Based on historical transaction data and VUG's current price of $441.63, Von Berge Wealth Management Group, LLC's estimated gain on his VUG holdings is $2.98 Mil, reflecting a 33.03% gain to date.
Von Berge Wealth Management Group, LLC VUG ($441.63) Holding Chart
Von Berge Wealth Management Group, LLC VUG ($441.63) 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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