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 $1.18 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,155

Previous 2,152 0.14%

Holding current value

$1.18 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

3,148

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
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History