Vanguard Large-Cap ETF shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Vanguard Large-Cap ETF
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All positions including Vanguard Large-Cap ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $578k | 2.2k | 267.46 |
2024-09-30 | $577k | 2.2k | 267.13 |
2024-06-30 | $539k | 2.2k | 249.62 |
2024-03-31 | $518k | 2.2k | 239.76 |
2023-12-31 | $471k | 2.2k | 218.15 |
2023-09-30 | $423k | 2.2k | 195.69 |
2023-06-30 | $438k | 2.2k | 202.72 |
2023-03-31 | $404k | 2.2k | 186.81 |
2022-12-31 | $376k | 2.2k | 174.20 |
2022-09-30 | $369k | 2.2k | 170.83 |
2022-06-30 | $372k | 2.2k | 172.22 |
2022-03-31 | $477k | 2.2k | 220.83 |
2021-12-31 | $477k | 2.2k | 220.83 |
2021-09-30 | $433k | 2.2k | 200.46 |
2021-06-30 | $433k | 2.2k | 200.46 |
2021-03-31 | $400k | 2.2k | 185.19 |
2020-12-31 | $456k | 2.6k | 175.72 |
2020-09-30 | $405k | 2.6k | 156.07 |
2020-06-30 | $654k | 4.6k | 142.86 |
2020-03-31 | $542k | 4.6k | 118.39 |
2019-12-31 | $705k | 4.8k | 147.74 |
2019-09-30 | $650k | 4.8k | 136.21 |
2019-06-30 | $643k | 4.8k | 134.74 |
2019-03-31 | $619k | 4.8k | 129.72 |
2018-12-31 | $516k | 4.5k | 114.90 |