Bernardo Wealth Planning LLC Vanguard Ftse Developed Market Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 4,232 shares of VEA stock, worth $204,194. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,232
Previous 4,203 0.69%
Holding current value
$204,194
Previous $207,000 5.31%
% of portfolio
0.05%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$47.6 - $53.31 $1,380 - $1,545
29 Added 0.69%
4,232 $218,000
Q2 2024

Jul 10, 2024
BUY
$47.83 - $51.21 $1,530 - $1,638
32 Added 0.77%
4,203 $207,000
Q1 2024

May 07, 2024
BUY
$46.21 - $50.27 $192,741 - $209,676
4,171 New
4,171 $209,000
Q1 2023

May 05, 2023
BUY
$42.2 - $46.17 $192,263 - $210,350
4,556 New
4,556 $205,000
Q1 2021

Apr 23, 2021
SELL
$46.87 - $50.05 $474,090 - $506,255
-10,115 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$39.45 - $47.53 $1,104 - $1,330
28 Added 0.28%
10,115 $477,000
Q3 2020

Oct 23, 2020
SELL
$38.92 - $42.44 $45,653 - $49,782
-1,173 Reduced 10.42%
10,087 $412,000
Q2 2020

Aug 03, 2020
SELL
$31.83 - $40.85 $25,750 - $33,047
-809 Reduced 6.7%
11,260 $436,000
Q1 2020

May 01, 2020
SELL
$28.78 - $44.66 $87,059 - $135,096
-3,025 Reduced 20.04%
12,069 $402,000
Q4 2019

Feb 10, 2020
SELL
$39.9 - $44.4 $4,788 - $5,328
-120 Reduced 0.79%
15,094 $665,000
Q3 2019

Nov 04, 2019
SELL
$38.87 - $42.25 $17,802 - $19,350
-458 Reduced 2.92%
15,214 $624,000
Q2 2019

Aug 13, 2019
SELL
$39.84 - $42.1 $11,912 - $12,587
-299 Reduced 1.87%
15,672 $654,000
Q4 2018

Feb 14, 2019
BUY
$35.84 - $43.38 $572,400 - $692,821
15,971 New
15,971 $593,000

Others Institutions Holding VEA

# of Institutions
2,382
Shares Held
2.11B
Call Options Held
217K
Put Options Held
607K
View Full List

About VANGUARD FTSE DEVELOPED MARKET

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