Bernardo Wealth Planning’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Hold |
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|
2025
Q1 | $555K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $577K | Hold |
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|
2024
Q2 | $539K | Hold |
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|
2024
Q1 | $518K | Hold |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $433K | Hold |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $456K | Hold |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $654K | Hold |
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|
2020
Q1 | $542K | Sell |
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|
2019
Q4 | $705K | Hold |
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|
2019
Q3 | $650K | Hold |
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|
2019
Q2 | $643K | Hold |
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|
2019
Q1 | $619K | Buy |
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|
2018
Q4 | $516K | Buy |
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