Bernardo Wealth Planning LLC Vanguard Index Fds S&P 500 ETF Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 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 2,178 shares of VOO stock, worth $1.11 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,178
Previous 2,155 1.07%
Holding current value
$1.11 Million
Previous $1.15 Million 1.73%
% of portfolio
0.28%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$521.84 - $558.82 $12,002 - $12,852
23 Added 1.07%
2,178 $1.17 Million
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
3,545
Shares Held
473M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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