Number of Shares
43,939.00
Current Holdings Value*
$13.56 Mil
% of Portfolio
8.75%
Total Estimate Gain
$5.73 Mil
% of Total Estimate Gain
50.03%

Von Berge Wealth Management Group, LLC's Vanguard Mega Cap Growth ETF Holding Summary

As of 2025-03-31, Von Berge Wealth Management Group, LLC held 43,939.00 shares of Vanguard Mega Cap Growth ETF(MGK), totaling $13.56 Mil. This investment constitutes 8.75% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.05% of the outstanding Vanguard Mega Cap Growth ETF(MGK) stock.

The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 10 purchases of MGK, at an average price of $246.82, for a total of 46,403.00 shares. In addition, there have been 3 sales at an average price of $309.45 for 2,464.00 shares. Based on historical transaction data and MGK's current price of $373.71, Von Berge Wealth Management Group, LLC's estimated gain on his MGK holdings is $5.73 Mil, reflecting a 50.03% gain to date.

Von Berge Wealth Management Group, LLC MGK ($373.71) Holding Chart

Von Berge Wealth Management Group, LLC MGK ($373.71) 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 %

Top Ranked Articles

  • 1