BERNARDO WEALTH PLANNING LLC – Vanguard Large Cap Index Fund Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$369,000
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $163.56 | 2.16K | |
| Q2 2022 | share | 0.00% | 0 shares | -78K | $172.35 | 2.16K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $208.49 | 2.16K | |
| Q4 2021 | share | 0.00% | 0 shares | 44K | $220.97 | 2.16K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $200.92 | 2.16K | |
| Q2 2021 | share | 0.00% | 0 shares | 33K | $200.14 | 2.16K | |
| Q1 2021 | share | Decrease | -16.76% | -435 shares | -56K | $184.16 | 2.16K |
| Q4 2020 | share | 0.00% | 0 shares | 51K | $174.08 | 2.59K | |
| Q3 2020 | share | Decrease | -43.32% | -1.98K shares | -249K | $154.35 | 2.59K |
| Q2 2020 | share | 0.00% | 0 shares | 112K | $140.53 | 4.57K | |
| Q1 2020 | share | Decrease | -4.07% | -194 shares | -163K | $115.87 | 4.57K |
| Q4 2019 | share | 0.00% | 0 shares | 55K | $143.88 | 4.77K | |
| Q3 2019 | share | 0.00% | 0 shares | 7K | $132 | 4.77K | |
| Q2 2019 | share | 0.00% | 0 shares | 24K | $129.91 | 4.77K | |
| Q1 2019 | share | Increase | +6.26% | 281 shares | 103K | $124.61 | 4.77K |
| Q4 2018 | share | Increase | 0.00% | 4.49K shares | 516K | $109.63 | 4.49K |