BWP
Bernardo Wealth Planning’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Hold |
2,160
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $555K | Hold |
2,160
| – | – | 0.13% | 63 |
|
|
2024
Q4 | $578K | Hold |
2,160
| – | – | 0.14% | 57 |
|
|
2024
Q3 | $577K | Hold |
2,160
| – | – | 0.14% | 59 |
|
|
2024
Q2 | $539K | Hold |
2,160
| – | – | 0.15% | 57 |
|
|
2024
Q1 | $518K | Hold |
2,160
| – | – | 0.14% | 59 |
|
|
2023
Q4 | $471K | Hold |
2,160
| – | – | 0.15% | 57 |
|
|
2023
Q3 | $423K | Hold |
2,160
| – | – | 0.17% | 55 |
|
|
2023
Q2 | $438K | Hold |
2,160
| – | – | 0.17% | 56 |
|
|
2023
Q1 | $404K | Hold |
2,160
| – | – | 0.17% | 57 |
|
|
2022
Q4 | $376K | Hold |
2,160
| – | – | 0.18% | 58 |
|
|
2022
Q3 | $369K | Hold |
2,160
| – | – | 0.21% | 54 |
|
|
2022
Q2 | $372K | Hold |
2,160
| – | – | 0.21% | 54 |
|
|
2022
Q1 | $450K | Hold |
2,160
| – | – | 0.22% | 52 |
|
|
2021
Q4 | $477K | Hold |
2,160
| – | – | 0.23% | 47 |
|
|
2021
Q3 | $433K | Hold |
2,160
| – | – | 0.25% | 47 |
|
|
2021
Q2 | $433K | Hold |
2,160
| – | – | 0.26% | 49 |
|
|
2021
Q1 | $400K | Sell |
2,160
-435
| -17% | -$80.6K | 0.25% | 49 |
|
|
2020
Q4 | $456K | Hold |
2,595
| – | – | 0.18% | 103 |
|
|
2020
Q3 | $405K | Sell |
2,595
-1,983
| -43% | -$309K | 0.18% | 96 |
|
|
2020
Q2 | $654K | Hold |
4,578
| – | – | 0.35% | 56 |
|
|
2020
Q1 | $542K | Sell |
4,578
-194
| -4% | -$23K | 0.38% | 67 |
|
|
2019
Q4 | $705K | Hold |
4,772
| – | – | 0.43% | 53 |
|
|
2019
Q3 | $650K | Hold |
4,772
| – | – | 0.47% | 48 |
|
|
2019
Q2 | $643K | Hold |
4,772
| – | – | 0.5% | 48 |
|
|
2019
Q1 | $619K | Buy |
4,772
+281
| +6% | +$36.5K | 0.49% | 51 |
|
|
2018
Q4 | $516K | Buy |
+4,491
| New | +$516K | 0.46% | 51 |
|