BWP
Bernardo Wealth Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
2,720
| – | – | 0.17% | 54 |
|
|
2025
Q1 | $665K | Hold |
2,720
| – | – | 0.16% | 53 |
|
|
2024
Q4 | $697K | Hold |
2,720
| – | – | 0.17% | 51 |
|
|
2024
Q3 | $681K | Hold |
2,720
| – | – | 0.17% | 51 |
|
|
2024
Q2 | $624K | Sell |
2,720
-26
| -0.9% | -$5.97K | 0.17% | 53 |
|
|
2024
Q1 | $647K | Sell |
2,746
-4
| -0.1% | -$943 | 0.18% | 51 |
|
|
2023
Q4 | $604K | Hold |
2,750
| – | – | 0.19% | 50 |
|
|
2023
Q3 | $536K | Hold |
2,750
| – | – | 0.21% | 50 |
|
|
2023
Q2 | $566K | Hold |
2,750
| – | – | 0.23% | 51 |
|
|
2023
Q1 | $536K | Hold |
2,750
| – | – | 0.23% | 51 |
|
|
2022
Q4 | $494K | Hold |
2,750
| – | – | 0.23% | 52 |
|
|
2022
Q3 | $476K | Hold |
2,750
| – | – | 0.27% | 47 |
|
|
2022
Q2 | $482K | Hold |
2,750
| – | – | 0.28% | 47 |
|
|
2022
Q1 | $612K | Hold |
2,750
| – | – | 0.3% | 43 |
|
|
2021
Q4 | $700K | Hold |
2,750
| – | – | 0.34% | 40 |
|
|
2021
Q3 | $649K | Hold |
2,750
| – | – | 0.38% | 38 |
|
|
2021
Q2 | $649K | Sell |
2,750
-73
| -3% | -$17.2K | 0.39% | 42 |
|
|
2021
Q1 | $605K | Hold |
2,823
| – | – | 0.38% | 39 |
|
|
2020
Q4 | $598K | Hold |
2,823
| – | – | 0.23% | 86 |
|
|
2020
Q3 | $508K | Sell |
2,823
-105
| -4% | -$18.9K | 0.23% | 82 |
|
|
2020
Q2 | $483K | Sell |
2,928
-161
| -5% | -$26.6K | 0.26% | 74 |
|
|
2020
Q1 | $391K | Hold |
3,089
| – | – | 0.27% | 92 |
|
|
2019
Q4 | $490K | Hold |
3,089
| – | – | 0.3% | 78 |
|
|
2019
Q3 | $457K | Sell |
3,089
-44
| -1% | -$6.51K | 0.33% | 73 |
|
|
2019
Q2 | $468K | Sell |
3,133
-13
| -0.4% | -$1.94K | 0.37% | 72 |
|
|
2019
Q1 | $449K | Buy |
3,146
+132
| +4% | +$18.8K | 0.36% | 74 |
|
|
2018
Q4 | $361K | Buy |
+3,014
| New | +$361K | 0.32% | 85 |
|