Bernardo Wealth Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 116,368 shares of BIV stock, worth $9.07 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
116,368
Previous 79,003 47.3%
Holding current value
$9.07 Million
Previous $6.11 Million 48.72%
% of portfolio
1.79%
Previous 1.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$76.16 - $78.59 $2.85 Million - $2.94 Million
37,365 Added 47.3%
116,368 $9.09 Million
Q2 2025

Aug 13, 2025
BUY
$75.05 - $77.34 $329,619 - $339,677
4,392 Added 5.89%
79,003 $6.11 Million
Q1 2025

Apr 22, 2025
BUY
$73.78 - $76.59 $158,774 - $164,821
2,152 Added 2.97%
74,611 $5.71 Million
Q4 2024

Jan 16, 2025
BUY
$74.5 - $78.37 $429,492 - $451,803
5,765 Added 8.64%
72,459 $5.41 Million
Q3 2024

Oct 18, 2024
BUY
$74.26 - $78.84 $1.11 Million - $1.18 Million
14,975 Added 28.95%
66,694 $5.13 Million
Q2 2024

Jul 10, 2024
BUY
$73.13 - $75.43 $125,344 - $129,287
1,714 Added 3.43%
51,719 $3.87 Million
Q1 2024

May 07, 2024
SELL
$74.51 - $76.61 $69,666 - $71,630
-935 Reduced 1.84%
50,005 $3.77 Million
Q4 2023

Jan 25, 2024
SELL
$70.49 - $76.74 $225,215 - $245,184
-3,195 Reduced 5.9%
50,940 $3.89 Million
Q3 2023

Oct 30, 2023
BUY
$72.11 - $75.67 $2.34 Million - $2.46 Million
32,493 Added 150.14%
54,135 $3.91 Million
Q2 2023

Jul 21, 2023
BUY
$74.96 - $77.47 $91,001 - $94,048
1,214 Added 5.94%
21,642 $1.63 Million
Q1 2023

May 05, 2023
BUY
$73.57 - $77.31 $84,973 - $89,293
1,155 Added 5.99%
20,428 $1.57 Million
Q4 2022

Jan 30, 2023
BUY
$71.64 - $76.32 $1.38 Million - $1.47 Million
19,273 New
19,273 $1.43 Million

Others Institutions Holding BIV

# of Institutions
1,035
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
  • Ticker BIV
  • Sector ETFs
  • Industry ETFs
More about BIV
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email