Von Berge Wealth Management Group, LLC MGV Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 117,271.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $14.36 Mil. This investment constitutes 9.27% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.16% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 13 purchases of MGV, at an average price of $107.47, for a total of 117,271.00 shares. Based on historical transaction data and MGV's current price of $131.55, Von Berge Wealth Management Group, LLC's estimated gain on his MGV holdings is $2.82 Mil, reflecting a 22.41% gain to date.
Von Berge Wealth Management Group, LLC MGV ($131.55) Holding Chart
Von Berge Wealth Management Group, LLC MGV ($131.55) 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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