Bernardo Wealth Planning LLC Vanguard Index Fds S&P 500 ETF Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,155 shares of VOO stock, worth $1.19 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,155

Previous 2,152 0.14%

Holding current value

$1.19 Million

Previous $1.08 Million 7.16%

% of portfolio

0.28%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$475.2 - $527.7 $1,425 - $1,583	3 Added 0.14%	2,155 $1.15 Million
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $36,930 - $41,396	-86 Reduced 3.84%	2,152 $1.03 Million
Q4 2023 Jan 25, 2024	BUY	$377.32 - $438.19 $147,532 - $171,332	391 Added 21.17%	2,238 $977,000
Q3 2023 Oct 30, 2023	SELL	$392.7 - $420.68 $7,854 - $8,413	-20 Reduced 1.07%	1,847 $725,000
Q2 2023 Jul 21, 2023	BUY	$371.44 - $407.28 $7,428 - $8,145	20 Added 1.08%	1,867 $760,000
Q1 2023 May 05, 2023	SELL	$348.66 - $382.94 $124,122 - $136,326	-356 Reduced 16.16%	1,847 $694,000
Q4 2022 Jan 30, 2023	BUY	$327.64 - $374.54 $9,173 - $10,487	28 Added 1.29%	2,203 $774,000
Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $545,716 - $679,737	1,619 Added 291.19%	2,175 $754,000
Q4 2021 Jan 27, 2022	BUY	$394.21 - $439.01 $219,180 - $244,089	556 New	556 $242,000
Q1 2021 Apr 23, 2021	SELL	$339.03 - $365.24 $1.25 Million - $1.35 Million	-3,690 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$285.37 - $328.74 $1.05 Million - $1.21 Million	3,690 New	3,690 $1.14 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Bernardo Wealth Planning LLC Vanguard Index Fds S&P 500 ETF Transaction History