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Vanguard Growth ETF shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 1.0k 344.10
2023-12-31 $326k 1.0k 311.00
2023-09-30 $272k 999 272.31
2023-06-30 $226k 797 282.96
2020-12-31 $409k 1.6k 253.25
2020-09-30 $344k 1.5k 227.06

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Morgan Stanley
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
FMR
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF