Bernardo Wealth Planning LLC Vanguard Large Cap ETF Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,160 shares of VV stock, worth $597,261. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,160
Previous 2,160 -0.0%
Holding current value
$597,261
Previous $577,000 0.87%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 23, 2021
SELL
$173.39 - $186.2 $75,424 - $80,997
-435 Reduced 16.76%
2,160 $400,000
Q3 2020

Oct 23, 2020
SELL
$144.11 - $166.66 $285,770 - $330,486
-1,983 Reduced 43.32%
2,595 $405,000
Q1 2020

May 01, 2020
SELL
$102.61 - $156.13 $19,906 - $30,289
-194 Reduced 4.07%
4,578 $542,000
Q1 2019

May 08, 2019
BUY
N/A
281 Added 6.26%
4,772 $619,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,491 New
4,491 $516,000

Others Institutions Holding VV

# of Institutions
1,265
Shares Held
104M
Call Options Held
40K
Put Options Held
41.2K
View Full List

About VANGUARD LARGE-CAP ETF

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