Bernardo Wealth Planning LLC Vanguard Mid Cap ETF Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 34,562 shares of VO stock, worth $9.52 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

34,562

Previous 23,319 48.21%

Holding current value

$9.52 Million

Previous $5.65 Million 64.89%

% of portfolio

2.26%

Previous 1.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$237.84 - $263.83 $2.67 Million - $2.97 Million	11,243 Added 48.21%	34,562 $9.31 Million
Q2 2024 Jul 10, 2024	BUY	$234.99 - $248.98 $374,574 - $396,874	1,594 Added 7.34%	23,319 $5.65 Million
Q1 2024 May 07, 2024	BUY	$225.86 - $249.86 $1.05 Million - $1.16 Million	4,646 Added 27.2%	21,725 $5.43 Million
Q4 2023 Jan 25, 2024	BUY	$195.66 - $233.95 $3.34 Million - $4 Million	17,079 New	17,079 $3.97 Million
Q2 2020 Aug 03, 2020	SELL	$124.34 - $175.42 $296,177 - $417,850	-2,382 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	33 Added 1.4%	2,382 $398,000
Q1 2019 May 08, 2019	BUY	N/A	58 Added 2.53%	2,349 $378,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,291 New	2,291 $317,000

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Account

Bernardo Wealth Planning LLC Vanguard Mid Cap ETF Transaction History