Von Berge Wealth Management Group, LLC VB Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 47,202.00 shares of Vanguard Small Cap ETF(VB), totaling $10.16 Mil. This investment constitutes 6.56% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.02% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 9 purchases of VB, at an average price of $221.41, for a total of 51,860.00 shares. In addition, there have been 4 sales at an average price of $214.15 for 4,658.00 shares. Based on historical transaction data and VB's current price of $243.16, Von Berge Wealth Management Group, LLC's estimated gain on his VB holdings is $992,621.83, reflecting a 8.64% gain to date.
Von Berge Wealth Management Group, LLC VB ($243.16) Holding Chart
Von Berge Wealth Management Group, LLC VB ($243.16) 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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