Von Berge Wealth Management Group, LLC FNDF Holdings History
Von Berge Wealth Management Group, LLC's Schwab Fundamental International Equity ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 268,826.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $9.92 Mil. This investment constitutes 6.4% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.07% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 8 purchases of FNDF, at an average price of $32.46, for a total of 309,451.00 shares. In addition, there have been 5 sales at an average price of $32.93 for 40,625.00 shares. Based on historical transaction data and FNDF's current price of $40.31, Von Berge Wealth Management Group, LLC's estimated gain on his FNDF holdings is $2.13 Mil, reflecting a 21.22% gain to date.
Von Berge Wealth Management Group, LLC FNDF ($40.31) Holding Chart
Von Berge Wealth Management Group, LLC FNDF ($40.31) 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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