BERNARDO WEALTH PLANNING LLC – VictoryShares Nasdaq Next 50 ETF Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$7.49M
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-4.65%
quarter
VictoryShares Nasdaq Next 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.35% | 363 shares | -31K | $267.26 | 27.23K |
| Q2 2022 | share | Increase | +0.65% | 174 shares | -2.14M | $280.28 | 26.86K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $362.54 | 24.70K | |
| Q4 2021 | share | Increase | +3.49% | 833 shares | 1.28M | $400.35 | 24.70K |
| Q3 2021 | share | Decrease | -0.12% | -28 shares | 75K | $357.96 | 23.87K |
| Q2 2021 | share | Increase | +4.46% | 1.02K shares | 1.16M | $354.03 | 23.90K |
| Q1 2021 | share | Increase | +4.50% | 985 shares | 433K | $318.4 | 22.88K |
| Q4 2020 | share | Decrease | -4.04% | -923 shares | 529K | $312.64 | 21.89K |
| Q3 2020 | share | Increase | +2.70% | 600 shares | 839K | $276.36 | 22.82K |
| Q2 2020 | share | Increase | +798.14% | 19.74K shares | 5.03M | $245.93 | 22.22K |
| Q1 2020 | share | Increase | +3.26% | 78 shares | -38K | $188.79 | 2.47K |
| Q4 2019 | share | 0.00% | 0 shares | 57K | $210.36 | 2.39K | |
| Q3 2019 | share | Decrease | -6.37% | -163 shares | -26K | $186.41 | 2.39K |
| Q2 2019 | share | Decrease | -6.95% | -191 shares | -16K | $184 | 2.55K |
| Q1 2019 | share | 0.00% | 0 shares | 70K | $176.63 | 2.75K | |
| Q4 2018 | share | Increase | 0.00% | 2.75K shares | 424K | $151.38 | 2.75K |