Bernardo Wealth Planning LLC Vanguard Whitehall Fds (Vangua Transaction History

Bernardo Wealth Planning LLC

$461 Million
Q2 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 99,277 shares of VYM stock, worth $14.1 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

99,277

Previous 97,192 2.15%

Holding current value

$14.1 Million

Previous $12.5 Million 5.59%

% of portfolio

2.87%

Previous 3.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,028

Shares Held

192M

Call Options Held

2.08M

Put Options Held

216K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

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 Whitehall Fds (Vangua Transaction History