BWP
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Bernardo Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Bernardo Wealth Planning’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.12M Buy
71,344
+2,840
+4% +$211K 1% 22
2025
Q4 		$4.97M Sell
68,504
-1,376
-2% -$100K 0.95% 24
2025
Q3 		$5.13M Sell
69,880
-1,824
-3% -$131K 1.01% 22
2025
Q2 		$5.02M Sell
71,704
-23,932
-25% -$1.57M 1.09% 23
2025
Q1 		$6.18M Buy
95,636
+1,276
+1% +$85.6K 1.48% 19
2024
Q4 		$6.2M Sell
94,360
-43,888
-32% -$2.98M 1.48% 19
2024
Q3 		$9.31M Buy
138,248
+44,972
+48% +$2.82M 2.26% 15
2024
Q2 		$5.65M Buy
93,276
+6,376
+7% +$387K 1.52% 18
2024
Q1 		$5.43M Buy
86,900
+18,584
+27% +$1.1M 1.51% 19
2023
Q4 		$3.97M Buy
+68,316
New +$3.65M 1.25% 23
2020
Q2 		– Sell
-9,528
Closed -$313K – 151
2020
Q1 		$313K Hold
9,528
– – 0.22% 108
2019
Q4 		$424K Hold
9,528
– – 0.26% 95
2019
Q3 		$399K Hold
9,528
– – 0.29% 95
2019
Q2 		$398K Buy
9,528
+132
+1% +$5.4K 0.31% 88
2019
Q1 		$378K Buy
9,396
+232
+3% +$8.92K 0.3% 91
2018
Q4 		$317K Buy
+9,164
New +$344K 0.28% 94

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return