BWM
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Bernard Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Bernard Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$138K Hold
483
– – 0.06% 75
2025
Q1 		$124K Hold
483
– – 0.06% 72
2024
Q4 		$130K Buy
+483
New +$130K 0.06% 72