Bernardo Wealth Planning LLC First Tr Value Line Divid Inde Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 11,136 shares of FVD stock, worth $511,253. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,136
Previous 11,133 0.03%
Holding current value
$511,253
Previous $498,000 3.21%
% of portfolio
0.1%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$44.73 - $46.86 $134 - $140
3 Added 0.03%
11,136 $514,000
Q2 2025

Aug 13, 2025
BUY
$40.62 - $45.12 $162 - $180
4 Added 0.04%
11,133 $498,000
Q1 2025

Apr 22, 2025
SELL
$42.61 - $45.51 $37,028 - $39,548
-869 Reduced 7.24%
11,129 $496,000
Q4 2024

Jan 16, 2025
SELL
$43.4 - $46.7 $92,225 - $99,237
-2,125 Reduced 15.05%
11,998 $523,000
Q3 2024

Oct 18, 2024
SELL
$40.45 - $45.49 $51,047 - $57,408
-1,262 Reduced 8.2%
14,123 $648,000
Q2 2024

Jul 10, 2024
SELL
$39.94 - $42.43 $21,487 - $22,827
-538 Reduced 3.38%
15,385 $626,000
Q1 2024

May 07, 2024
BUY
$39.94 - $42.23 $159 - $168
4 Added 0.03%
15,923 $672,000
Q4 2023

Jan 25, 2024
BUY
$36.09 - $40.63 $108 - $121
3 Added 0.02%
15,919 $645,000
Q3 2023

Oct 30, 2023
BUY
$37.39 - $41.11 $186 - $205
5 Added 0.03%
15,916 $595,000
Q2 2023

Jul 21, 2023
BUY
$38.66 - $40.72 $77 - $81
2 Added 0.01%
15,911 $637,000
Q1 2023

May 05, 2023
BUY
$38.43 - $41.37 $230 - $248
6 Added 0.04%
15,909 $638,000
Q4 2022

Jan 30, 2023
SELL
$35.61 - $41.46 $319,670 - $372,186
-8,977 Reduced 36.08%
15,903 $634,000
Q3 2022

Oct 24, 2022
SELL
$35.79 - $42.23 $25,053 - $29,560
-700 Reduced 2.74%
24,880 $917,000
Q2 2022

Jul 29, 2022
BUY
$37.24 - $43.02 $6,591 - $7,614
177 Added 0.7%
25,580 $992,000
Q1 2022

May 06, 2022
BUY
$39.95 - $43.09 $11,745 - $12,668
294 Added 1.17%
25,403 $1.07 Million
Q4 2021

Jan 27, 2022
BUY
$39.46 - $43.04 $99,991 - $109,063
2,534 Added 11.22%
25,109 $1.08 Million
Q3 2021

Oct 15, 2021
BUY
$39.2 - $41.72 $117 - $125
3 Added 0.01%
22,575 $884,000
Q2 2021

Jul 30, 2021
SELL
$38.16 - $40.72 $8.3 Million - $8.86 Million
-217,608 Reduced 90.6%
22,572 $897,000
Q1 2021

Apr 23, 2021
SELL
$34.56 - $38.32 $135,993 - $150,789
-3,935 Reduced 1.61%
240,180 $9.12 Million
Q4 2020

Feb 01, 2021
SELL
$31.33 - $35.27 $910,418 - $1.02 Million
-29,059 Reduced 10.64%
244,115 $8.56 Million
Q3 2020

Oct 23, 2020
BUY
$29.87 - $32.88 $1.83 Million - $2.02 Million
61,390 Added 28.99%
273,174 $8.59 Million
Q2 2020

Aug 03, 2020
BUY
$26.27 - $33.19 $5.2 Million - $6.58 Million
198,119 Added 1449.83%
211,784 $6.42 Million
Q1 2020

May 01, 2020
BUY
$23.88 - $36.88 $326,320 - $503,965
13,665 New
13,665 $378,000

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email