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| Name: |
Von Berge Wealth Management Group LLC |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92101 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
16 |
- |
$189.87 |
$2,635,000 |
15,366 |
1.7% |
-298,000 |
-408 |
0 |
Personal Computers |
|
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FB |
Meta Platforms Inc |
18 |
- |
$471.91 |
$1,980,000 |
4,078 |
1.27% |
383,000 |
-187 |
0 |
Internet Service Prov... |
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VOT |
Van Kampen Municipal Opport... |
40 |
- |
$233.88 |
$376,000 |
1,594 |
0.24% |
28,000 |
-20 |
0.003 |
Closed - End Fund - Debt |
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VYM |
Vanguard High Dividend Yiel... |
49 |
- |
$121.51 |
$286,000 |
2,368 |
0.18% |
17,000 |
-44 |
0.001 |
Closed - End Fund - Debt |
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VCSH |
Vanguard Scottsdale Funds |
56 |
- |
$77.07 |
$244,000 |
3,158 |
0.16% |
-27,000 |
-330 |
0.001 |
N/A |
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EMB |
iShares JPMorgan USD Emerg ... |
61 |
- |
$89.41 |
$223,000 |
2,486 |
0.14% |
-3,000 |
-72 |
0 |
Closed - End Fund - E... |
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