Bernardo Wealth Planning LLC Vanguard Bd Index Fd Inc Inter Transaction History
Bernardo Wealth Planning LLC
- $372 Million
- Q2 2024
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 51,719 shares of BIV stock, worth $4.05 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
51,719
Previous 50,005
3.43%
Holding current value
$4.05 Million
Previous $3.77 Million
2.73%
% of portfolio
1.04%
Previous 1.05%
Shares
7 transactions
Others Institutions Holding BIV
# of Institutions
867Shares Held
149MCall Options Held
5.9KPut Options Held
13.2K-
Envestnet Asset Management Inc16.5MShares$1.29 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$677 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$603 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$551 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$492 Million0.04% of portfolio