Bernardo Wealth Planning LLC Vanguard Dividend Appreciation Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,539 shares of VIG stock, worth $280,328. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,539
Previous 1,535 0.26%
Holding current value
$280,328
Previous $280,000 10.36%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 18, 2024
BUY
$182.15 - $182.15 $728 - $728
4 Added 0.26%
1,539 $309,000
Q2 2024

Jul 10, 2024
BUY
$173.33 - $185.29 $61,185 - $65,407
353 Added 29.86%
1,535 $280,000
Q1 2024

May 07, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.17%
1,182 $215,000
Q4 2023

Jan 25, 2024
BUY
$150.16 - $171.16 $177,188 - $201,968
1,180 New
1,180 $201,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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