VBWMG
Von Berge Wealth Management Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
6,508
+174
| +3% | +$33.4K | 0.7% | 29 |
|
|
2025
Q1 | $1.11M | Sell |
6,334
-698
| -10% | -$123K | 0.72% | 29 |
|
|
2024
Q4 | $1.34M | Sell |
7,032
-16
| -0.2% | -$3.05K | 0.81% | 27 |
|
|
2024
Q3 | $1.37M | Sell |
7,048
-33
| -0.5% | -$6.42K | 0.85% | 27 |
|
|
2024
Q2 | $1.24M | Buy |
7,081
+40
| +0.6% | +$7K | 0.79% | 28 |
|
|
2024
Q1 | $1.27M | Buy |
7,041
+142
| +2% | +$25.6K | 0.82% | 27 |
|
|
2023
Q4 | $1.16M | Sell |
6,899
-98
| -1% | -$16.4K | 0.89% | 27 |
|
|
2023
Q3 | $1.04M | Buy |
6,997
+2
| +0% | +$297 | 0.89% | 26 |
|
|
2023
Q2 | $1.09M | Hold |
6,995
| – | – | 0.9% | 26 |
|
|
2023
Q1 | $1.03M | Sell |
6,995
-273
| -4% | -$40.1K | 0.92% | 24 |
|
|
2022
Q4 | $1.08M | Sell |
7,268
-136
| -2% | -$20.3K | 0.98% | 22 |
|
|
2022
Q3 | $935K | Buy |
7,404
+3
| +0% | +$379 | 0.99% | 25 |
|
|
2022
Q2 | $978K | Buy |
7,401
+92
| +1% | +$12.2K | 1.02% | 24 |
|
|
2022
Q1 | $1.1M | Buy |
7,309
+1
| +0% | +$150 | 1% | 24 |
|
|
2021
Q4 | $1.09M | Buy |
+7,308
| New | +$1.09M | 1% | 24 |
|