Bernardo Wealth Planning LLC Vanguard Mid Cap Growth Index Transaction History

Bernardo Wealth Planning LLC

$418 Million
Q1 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,720 shares of VOT stock, worth $729,667. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,720

Previous 2,720 -0.0%

Holding current value

$729,667

Previous $665,000 -0.0%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$218.75 - $234.97 $5,687 - $6,109	-26 Reduced 0.95%	2,720 $624,000
Q1 2024 May 07, 2024	SELL	$212.21 - $235.79 $848 - $943	-4 Reduced 0.15%	2,746 $647,000
Q2 2021 Jul 30, 2021	SELL	$210.91 - $237.31 $15,396 - $17,323	-73 Reduced 2.59%	2,750 $649,000
Q3 2020 Oct 23, 2020	SELL	$166.29 - $188.98 $17,460 - $19,842	-105 Reduced 3.59%	2,823 $508,000
Q2 2020 Aug 03, 2020	SELL	$120.77 - $169.89 $19,443 - $27,352	-161 Reduced 5.21%	2,928 $483,000
Q3 2019 Nov 04, 2019	SELL	$147.12 - $150.91 $6,473 - $6,640	-44 Reduced 1.4%	3,089 $457,000
Q2 2019 Aug 13, 2019	SELL	N/A	-13 Reduced 0.41%	3,133 $468,000
Q1 2019 May 08, 2019	BUY	N/A	132 Added 4.38%	3,146 $449,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,014 New	3,014 $361,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Bernardo Wealth Planning LLC Vanguard Mid Cap Growth Index Transaction History