Von Berge Wealth Management Group, LLC VO Holdings History
Von Berge Wealth Management Group, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 62,704.00 shares of Vanguard Mid-Cap ETF(VO), totaling $15.93 Mil. This investment constitutes 10.28% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Von Berge Wealth Management Group, LLC has made 9 purchases of VO, at an average price of $243.92, for a total of 66,543.00 shares. In addition, there have been 4 sales at an average price of $243.46 for 3,839.00 shares. Based on historical transaction data and VO's current price of $284.74, Von Berge Wealth Management Group, LLC's estimated gain on his VO holdings is $2.56 Mil, reflecting a 15.76% gain to date.
Von Berge Wealth Management Group, LLC VO ($284.74) Holding Chart
Von Berge Wealth Management Group, LLC VO ($284.74) 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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