BWP
Bernardo Wealth Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
19,933
+220
| +1% | +$52.1K | 1.03% | 24 |
|
|
2025
Q1 | $4.37M | Buy |
19,713
+158
| +0.8% | +$35K | 1.05% | 24 |
|
|
2024
Q4 | $4.66M | Sell |
19,555
-6,006
| -23% | -$1.43M | 1.11% | 24 |
|
|
2024
Q3 | $6.19M | Buy |
25,561
+905
| +4% | +$219K | 1.5% | 19 |
|
|
2024
Q2 | $5.38M | Buy |
24,656
+751
| +3% | +$164K | 1.45% | 20 |
|
|
2024
Q1 | $5.46M | Buy |
23,905
+4,747
| +25% | +$1.09M | 1.52% | 18 |
|
|
2023
Q4 | $4.09M | Buy |
+19,158
| New | +$4.09M | 1.29% | 21 |
|
|
2020
Q2 | – | Sell |
-2,373
| Closed | -$274K | – | 150 |
|
|
2020
Q1 | $274K | Sell |
2,373
-1,136
| -32% | -$131K | 0.19% | 113 |
|
|
2019
Q4 | $581K | Buy |
3,509
+2
| +0.1% | +$331 | 0.35% | 64 |
|
|
2019
Q3 | $539K | Buy |
3,507
+389
| +12% | +$59.8K | 0.39% | 57 |
|
|
2019
Q2 | $488K | Hold |
3,118
| – | – | 0.38% | 65 |
|
|
2019
Q1 | $476K | Buy |
3,118
+17
| +0.5% | +$2.6K | 0.38% | 67 |
|
|
2018
Q4 | $409K | Buy |
+3,101
| New | +$409K | 0.36% | 70 |
|