VBWMG
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Von Berge Wealth Management Group’s General Dynamics GD Stock Holding History

Von Berge Wealth Management Group’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-907
Closed -$280K – 66
2024
Q3 		$280K Buy
907
+2
+0.2% +$588 0.17% 51
2024
Q2 		$261K Hold
905
– – 0.17% 53
2024
Q1 		$256K Hold
905
– – 0.16% 53
2023
Q4 		$231K Buy
+905
New +$221K 0.18% 58
2023
Q2 		– Sell
-905
Closed -$210K – 64
2023
Q1 		$210K Hold
905
– – 0.19% 61
2022
Q4 		$206K Hold
905
– – 0.19% 62
2022
Q3 		$204K Buy
+905
New +$205K 0.22% 54
2022
Q2 		– Sell
-905
Closed -$221K – 61
2022
Q1 		$221K Buy
+905
New +$201K 0.2% 62

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