BERNARDO WEALTH PLANNING LLC – Vanguard 500 Index Fund Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$748,000
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $328.3 | 2.17K | |
| Q2 2022 | share | Increase | +291.19% | 1.61K shares | 524K | $346.88 | 2.17K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $415.17 | 556 | |
| Q4 2021 | share | Increase | 0.00% | 556 shares | 242K | $437.77 | 556 |
| Q1 2021 | share | Decrease | -100.00% | -3.69K shares | -1.26M | $361.88 | 0 |
| Q4 2020 | share | 0.00% | 0 shares | 133K | $340.23 | 3.69K | |
| Q3 2020 | share | Increase | 0.00% | 3.69K shares | 1.13M | $303.31 | 3.69K |