VBWMG
Von Berge Wealth Management Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
10,336
-427
| -4% | -$91.5K | 1.24% | 19 |
|
|
2025
Q1 | $2.24M | Sell |
10,763
-3,061
| -22% | -$638K | 1.45% | 17 |
|
|
2024
Q4 | $3.28M | Sell |
13,824
-746
| -5% | -$177K | 1.99% | 16 |
|
|
2024
Q3 | $3.24M | Sell |
14,570
-951
| -6% | -$212K | 2.01% | 16 |
|
|
2024
Q2 | $3.36M | Buy |
15,521
+155
| +1% | +$33.6K | 2.14% | 15 |
|
|
2024
Q1 | $2.63M | Sell |
15,366
-408
| -3% | -$70K | 1.7% | 16 |
|
|
2023
Q4 | $2.93M | Sell |
15,774
-725
| -4% | -$135K | 2.25% | 14 |
|
|
2023
Q3 | $2.82M | Buy |
16,499
+2
| +0% | +$342 | 2.41% | 12 |
|
|
2023
Q2 | $3.2M | Buy |
16,497
+74
| +0.5% | +$14.4K | 2.65% | 12 |
|
|
2023
Q1 | $2.73M | Sell |
16,423
-43
| -0.3% | -$7.15K | 2.44% | 12 |
|
|
2022
Q4 | $2.4M | Sell |
16,466
-2,890
| -15% | -$422K | 2.16% | 15 |
|
|
2022
Q3 | $2.72M | Buy |
19,356
+2
| +0% | +$281 | 2.89% | 11 |
|
|
2022
Q2 | $2.82M | Buy |
19,354
+41
| +0.2% | +$5.97K | 2.93% | 11 |
|
|
2022
Q1 | $3.19M | Buy |
19,313
+2
| +0% | +$331 | 2.91% | 11 |
|
|
2021
Q4 | $3.38M | Buy |
+19,311
| New | +$3.38M | 3.11% | 10 |
|