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Vanguard Admiral Fds Inc equity shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc equity (VOOG) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Vanguard Admiral Fds Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc equity 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 Admiral Fds Inc equity by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $214k 588 364.45
2024-09-30 $206k 588 350.34

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)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Bernardo Wealth Planning

Top funds holding Vanguard Admiral Fds Inc equity

Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
LPL Financial
Ameriprise Financial
CI Private Wealth
Envestnet Asset Management
Arista Wealth Management
Mariner Wealth Advisors
Wells Fargo & Company
Td Private Client Wealth
Advisor Group Holdings
ERn Financial
Joel Isaacson & Co
Shakespeare Wealth Management

View all funds holding Vanguard Admiral Fds Inc equity