BERNARDO WEALTH PLANNING LLC – Vanguard Mega Cap Value Index Fund Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$19.96M
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-6.52%
quarter
Vanguard Mega Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.06% | 8.11K shares | 758K | $89.91 | 207.78K |
| Q2 2022 | share | Increase | +0.76% | 1.51K shares | -2.06M | $96.18 | 199.66K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $107.32 | 190.55K | |
| Q4 2021 | share | Increase | +7.91% | 13.97K shares | 3.07M | $106.82 | 190.55K |
| Q3 2021 | share | Increase | +7.25% | 11.92K shares | 876K | $97.85 | 176.57K |
| Q2 2021 | share | Increase | +61.15% | 62.48K shares | 6.67M | $99 | 164.64K |
| Q1 2021 | share | Increase | +12.58% | 11.41K shares | 1.84M | $94.09 | 102.16K |
| Q4 2020 | share | Increase | +6.94% | 5.89K shares | 1.37M | $85.37 | 90.74K |
| Q3 2020 | share | Increase | +14.02% | 10.43K shares | 1.05M | $74.85 | 84.85K |
| Q2 2020 | share | Increase | +476.28% | 61.50K shares | 4.59M | $71.03 | 74.42K |
| Q1 2020 | share | Increase | 0.00% | 12.91K shares | 852K | $63.58 | 12.91K |