Von Berge Wealth Management Group’s Liberty All-Star Equity Fund USA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,532
Closed -$141K 67
2025
Q1
$141K Hold
22,532
0.09% 62
2024
Q4
$161K Buy
+22,532
New +$161K 0.1% 63