Bernardo Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
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|
2025
Q1 | $6.18M | Buy |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $9.31M | Buy |
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|
2024
Q2 | $5.65M | Buy |
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|
2024
Q1 | $5.43M | Buy |
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|
2023
Q4 | $3.97M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $424K | Hold |
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|
2019
Q3 | $399K | Hold |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $317K | Buy |
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