Ownership history in Bernardo Wealth Planning LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Bernardo Wealth Planning LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 19,548 | -379 | -1.9% | 0.96% | $5.0M | $257.95 |
| 2025 Q3 | REDUCED | 19,927 | -6 | -0.0% | 0.99% | $5.1M | $253.38 |
| 2025 Q2 | ADDED | 19,933 | +220 | +1.1% | 1.03% | $4.7M | $235.40 |
| 2025 Q1 | ADDED | 19,713 | +158 | +0.8% | 1.05% | $4.4M | $219.54 |
| 2024 Q4 | REDUCED | 19,555 | -6,006 | -23.5% | 1.11% | $4.7M | $236.92 |
| 2024 Q3 | ADDED | 25,561 | +905 | +3.7% | 1.50% | $6.2M | $233.03 |
| 2024 Q2 | ADDED | 24,656 | +751 | +3.1% | 1.45% | $5.4M | $213.56 |
| 2024 Q1 | ADDED | 23,905 | +4,747 | +24.8% | 1.52% | $5.5M | $223.02 |
| 2023 Q4 | ADDED | 19,158 | +16,785 | +707.3% | 1.29% | $4.1M | $207.51 |
| 2020 Q1 | REDUCED | 2,373 | -1,136 | -32.4% | 0.19% | $274K | $106.20 |
As of 2025 Q4 — sorted by position size