Ishares Tr usa min vo shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 30k | 83.58 |
| 2023-12-31 | $2.4M | 31k | 78.03 |
| 2023-09-30 | $2.2M | 31k | 72.38 |
| 2023-06-30 | $2.3M | 31k | 74.33 |
| 2023-03-31 | $2.3M | 32k | 72.74 |
| 2022-12-31 | $2.3M | 32k | 72.10 |
| 2022-09-30 | $2.2M | 32k | 68.02 |
| 2022-06-30 | $2.4M | 34k | 70.20 |
| 2022-03-31 | $3.0M | 37k | 80.88 |
| 2021-12-31 | $3.0M | 37k | 80.88 |
| 2021-09-30 | $3.0M | 40k | 73.49 |
| 2021-06-30 | $3.2M | 43k | 73.60 |
| 2021-03-31 | $12M | 173k | 69.19 |
| 2020-12-31 | $13M | 188k | 67.88 |
| 2020-09-30 | $8.1M | 127k | 63.73 |
| 2020-06-30 | $7.3M | 120k | 60.62 |
| 2020-03-31 | $4.1M | 76k | 54.01 |
| 2019-12-31 | $9.3M | 141k | 65.60 |
| 2019-09-30 | $7.7M | 120k | 64.10 |
| 2019-06-30 | $4.1M | 67k | 61.73 |
| 2019-03-31 | $3.7M | 62k | 58.81 |
| 2018-12-31 | $3.0M | 57k | 52.40 |