BERNARDO WEALTH PLANNING LLC – Vanguard Total Stock Market Index Fund Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$942,000
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.35% | -399 shares | -81K | $179.47 | 5.02K |
| Q2 2022 | share | Increase | +39.32% | 1.53K shares | 137K | $188.62 | 5.42K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $227.67 | 3.94K | |
| Q4 2021 | share | Increase | +4.81% | 181 shares | 117K | $242.21 | 3.94K |
| Q3 2021 | share | Increase | +0.03% | 1 shares | -3K | $222.06 | 3.76K |
| Q2 2021 | share | Decrease | -12.17% | -521 shares | -47K | $222.12 | 3.76K |
| Q1 2021 | share | Decrease | -0.72% | -31 shares | 46K | $205.41 | 4.28K |
| Q4 2020 | share | Decrease | -3.88% | -174 shares | 75K | $192.8 | 4.31K |
| Q3 2020 | share | Increase | +18.33% | 695 shares | 171K | $168.02 | 4.48K |
| Q2 2020 | share | 0.00% | 0 shares | 105K | $153.8 | 3.79K | |
| Q1 2020 | share | Decrease | -3.66% | -144 shares | -156K | $126.1 | 3.79K |
| Q4 2019 | share | Increase | +11.06% | 392 shares | 109K | $159.31 | 3.93K |
| Q3 2019 | share | Decrease | -0.20% | -7 shares | 2K | $146.23 | 3.54K |
| Q2 2019 | share | 0.00% | 0 shares | 19K | $144.68 | 3.55K | |
| Q1 2019 | share | Increase | +0.40% | 14 shares | 63K | $138.98 | 3.55K |
| Q4 2018 | share | Increase | 0.00% | 3.53K shares | 451K | $121.91 | 3.53K |