Bernardo Wealth Planning LLC Vanguard Small Cap ETF Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 19,933 shares of VB stock, worth $5.17 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
19,933
Previous 19,713 1.12%
Holding current value
$5.17 Million
Previous $4.37 Million 8.08%
% of portfolio
1.03%
Previous 1.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$193.73 - $237.37 $42,620 - $52,221
220 Added 1.12%
19,933 $4.72 Million
Q1 2025

Apr 22, 2025
BUY
$217.89 - $252.64 $34,426 - $39,917
158 Added 0.81%
19,713 $4.37 Million
Q4 2024

Jan 16, 2025
SELL
$233.76 - $261.58 $1.4 Million - $1.57 Million
-6,006 Reduced 23.5%
19,555 $4.7 Million
Q3 2024

Oct 18, 2024
BUY
$214.77 - $237.72 $194,366 - $215,136
905 Added 3.67%
25,561 $6.19 Million
Q2 2024

Jul 10, 2024
BUY
$210.76 - $226.94 $158,280 - $170,431
751 Added 3.14%
24,656 $5.38 Million
Q1 2024

May 07, 2024
BUY
$204.0 - $228.59 $968,388 - $1.09 Million
4,747 Added 24.78%
23,905 $5.46 Million
Q4 2023

Jan 25, 2024
BUY
$175.26 - $215.9 $3.36 Million - $4.14 Million
19,158 New
19,158 $4.09 Million
Q2 2020

Aug 03, 2020
SELL
$106.26 - $156.76 $252,154 - $371,991
-2,373 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$98.45 - $170.48 $111,839 - $193,665
-1,136 Reduced 32.37%
2,373 $274,000
Q4 2019

Feb 10, 2020
BUY
$149.04 - $166.74 $298 - $333
2 Added 0.06%
3,509 $581,000
Q3 2019

Nov 04, 2019
BUY
$153.32 - $158.01 $59,641 - $61,465
389 Added 12.48%
3,507 $539,000
Q1 2019

May 08, 2019
BUY
N/A
17 Added 0.55%
3,118 $476,000
Q4 2018

Feb 14, 2019
BUY
N/A
3,101 New
3,101 $409,000

Others Institutions Holding VB

# of Institutions
2,406
Shares Held
167M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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