BWP
Bernardo Wealth Planning’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
17,926
-5,983
| -25% | -$1.67M | 1.09% | 23 |
|
|
2025
Q1 | $6.18M | Buy |
23,909
+319
| +1% | +$82.5K | 1.48% | 19 |
|
|
2024
Q4 | $6.2M | Sell |
23,590
-10,972
| -32% | -$2.88M | 1.48% | 19 |
|
|
2024
Q3 | $9.31M | Buy |
34,562
+11,243
| +48% | +$3.03M | 2.26% | 15 |
|
|
2024
Q2 | $5.65M | Buy |
23,319
+1,594
| +7% | +$386K | 1.52% | 18 |
|
|
2024
Q1 | $5.43M | Buy |
21,725
+4,646
| +27% | +$1.16M | 1.51% | 19 |
|
|
2023
Q4 | $3.97M | Buy |
+17,079
| New | +$3.97M | 1.25% | 23 |
|
|
2020
Q2 | – | Sell |
-2,382
| Closed | -$313K | – | 151 |
|
|
2020
Q1 | $313K | Hold |
2,382
| – | – | 0.22% | 108 |
|
|
2019
Q4 | $424K | Hold |
2,382
| – | – | 0.26% | 95 |
|
|
2019
Q3 | $399K | Hold |
2,382
| – | – | 0.29% | 95 |
|
|
2019
Q2 | $398K | Buy |
2,382
+33
| +1% | +$5.51K | 0.31% | 88 |
|
|
2019
Q1 | $378K | Buy |
2,349
+58
| +3% | +$9.33K | 0.3% | 91 |
|
|
2018
Q4 | $317K | Buy |
+2,291
| New | +$317K | 0.28% | 94 |
|