BWP
VXRT

Bernardo Wealth Planning’s Vaxart VXRT Stock Holding History

Bernardo Wealth Planning’s Portfolio VXRT Stock Details VXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-45,960
Closed -$21K – 128
2025
Q2 		$21K Buy
45,960
+16,710
+57% +$7.27K ﹤0.01% 118
2025
Q1 		$12K Buy
+29,250
New +$18.8K ﹤0.01% 113

Other funds holding VXRT

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CFO
Custos Family Office Austin, Texas $147M AUM 17.83% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bernardo Wealth Planning's VXRT Position: Q3 2025 in Review

Bernardo Wealth Planning sold out of Vaxart (VXRT) in Q3 2025, closing a stake of 45,960 shares — an estimated $21K sold.

Bernardo Wealth Planning first reported a position in VXRT in Q1 2025 and held it in 2 quarters. The position peaked at $21K in Q2 2025. 17 funds tracked by Wall St. Rank hold VXRT as of Q3 2025.

  • Bernardo Wealth Planning reported no remaining Vaxart position as of Q3 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 45,960 Vaxart shares in Q3 2025, an estimated $21K.
  • Bernardo Wealth Planning first reported a position in Vaxart in Q1 2025 and held it in 2 quarters.
  • Bernardo Wealth Planning's Vaxart position peaked at $21K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Vaxart as of Q3 2025.

Based on Bernardo Wealth Planning's 13F filing for Q3 2025, filed 22 Oct 2025.