Bernardo Wealth Planning LLC Vanguard Ftse Developed Market Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 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 4,283 shares of VEA stock, worth $215,049. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,283

Previous 4,232 1.21%

Holding current value

$215,049

Previous $218,000 6.42%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$47.57 - $52.44 $2,426 - $2,674	51 Added 1.21%	4,283 $204,000
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

2,468

Shares Held

2.11B

Call Options Held

217K

Put Options Held

174K

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About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
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Bernardo Wealth Planning LLC Vanguard Ftse Developed Market Transaction History