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
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All positions including Vanguard Growth ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Growth ETF by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $728k | 1.5k | 479.59 |
| 2025-06-30 | $657k | 1.5k | 438.58 |
| 2025-03-31 | $386k | 1.0k | 370.44 |
| 2024-12-31 | $424k | 1.0k | 407.50 |
| 2024-09-30 | $410k | 1.1k | 389.36 |
| 2024-06-30 | $394k | 1.1k | 373.90 |
| 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 |