BERNARDO WEALTH PLANNING LLC – Vanguard Mid-Cap Growth Index Fund Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$476,000
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-2.76%
quarter
Vanguard Mid-Cap Growth 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 | $170.54 | 2.75K | |
| Q2 2022 | share | 0.00% | 0 shares | -130K | $175.38 | 2.75K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $222.81 | 2.75K | |
| Q4 2021 | share | 0.00% | 0 shares | 51K | $255.39 | 2.75K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $236.3 | 2.75K | |
| Q2 2021 | share | Decrease | -2.59% | -73 shares | 44K | $236.19 | 2.75K |
| Q1 2021 | share | 0.00% | 0 shares | 7K | $214.29 | 2.82K | |
| Q4 2020 | share | 0.00% | 0 shares | 90K | $211.59 | 2.82K | |
| Q3 2020 | share | Decrease | -3.59% | -105 shares | 25K | $179.46 | 2.82K |
| Q2 2020 | share | Decrease | -5.21% | -161 shares | 92K | $164.21 | 2.92K |
| Q1 2020 | share | 0.00% | 0 shares | -99K | $125.78 | 3.08K | |
| Q4 2019 | share | 0.00% | 0 shares | 33K | $157.33 | 3.08K | |
| Q3 2019 | share | Decrease | -1.40% | -44 shares | -11K | $146.35 | 3.08K |
| Q2 2019 | share | Decrease | -0.41% | -13 shares | 19K | $147.24 | 3.13K |
| Q1 2019 | share | Increase | +4.38% | 132 shares | 88K | $140.53 | 3.14K |
| Q4 2018 | share | Increase | 0.00% | 3.01K shares | 361K | $117.63 | 3.01K |