Bernardo Wealth Planning LLC Vanguard Whitehall Fds (Vangua Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

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 95,659 shares of VYM stock, worth $12.7 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
95,659
Previous 115,422 17.12%
Holding current value
$12.7 Million
Previous $15.2 Million 19.57%
% of portfolio
2.89%
Previous 3.68%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,837
Shares Held
181M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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