Bernardo Wealth Planning LLC Vanguard Whitehall Fds (Vangua Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 98,459 shares of VYM stock, worth $13.9 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

98,459

Previous 99,277 0.82%

Holding current value

$13.9 Million

Previous $13.2 Million 4.85%

% of portfolio

2.74%

Previous 2.87%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$132.9 - $142.03 $108,712 - $116,180	-818 Reduced 0.82%	98,459 $13.9 Million
Q2 2025 Aug 13, 2025	BUY	$114.78 - $133.31 $239,316 - $277,951	2,085 Added 2.15%	99,277 $13.2 Million
Q1 2025 Apr 22, 2025	BUY	$126.11 - $135.06 $193,326 - $207,046	1,533 Added 1.6%	97,192 $12.5 Million
Q4 2024 Jan 16, 2025	SELL	$126.68 - $134.74 $2.5 Million - $2.66 Million	-19,763 Reduced 17.12%	95,659 $12.2 Million
Q3 2024 Oct 18, 2024	BUY	$117.9 - $128.2 $31,479 - $34,229	267 Added 0.23%	115,422 $15.2 Million

Q2 2024 Jul 10, 2024	BUY	$114.71 - $121.51 $479,717 - $508,154	4,182 Added 3.77%	115,155 $13.7 Million
Q1 2024 May 07, 2024	BUY	$109.98 - $120.99 $1.08 Million - $1.19 Million	9,841 Added 9.73%	110,973 $13.4 Million
Q4 2023 Jan 25, 2024	BUY	$98.71 - $111.84 $3.55 Million - $4.03 Million	36,010 Added 55.3%	101,132 $11.3 Million
Q3 2023 Oct 30, 2023	BUY	$103.32 - $110.34 $384,453 - $410,575	3,721 Added 6.06%	65,122 $6.73 Million
Q2 2023 Jul 21, 2023	BUY	$101.36 - $107.68 $281,172 - $298,704	2,774 Added 4.73%	61,401 $6.51 Million
Q1 2023 May 05, 2023	BUY	$100.82 - $111.44 $320,305 - $354,044	3,177 Added 5.73%	58,627 $6.19 Million
Q4 2022 Jan 30, 2023	BUY	$96.14 - $113.15 $602,701 - $709,337	6,269 Added 12.75%	55,450 $6 Million
Q3 2022 Oct 24, 2022	BUY	$94.88 - $110.28 $4.67 Million - $5.42 Million	49,181 New	49,181 $4.99 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-13,014 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	13,014 New	13,014 $1.02 Million

Others Institutions Holding VYM

# of Institutions

2,096

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Bernardo Wealth Planning LLC Vanguard Whitehall Fds (Vangua Transaction History