Bernardo Wealth Planning LLC MGV Holdings History
Bernardo Wealth Planning LLC's Vanguard Mega Cap Value ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 238,076.00 shares of Vanguard Mega Cap Value ETF(MGV), totaling $30.67 Mil. This investment constitutes 7.34% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.32% of the outstanding Vanguard Mega Cap Value ETF(MGV) stock.
The initial trade took place in 2020Q1. And since then Bernardo Wealth Planning LLC has made 20 purchases of MGV, at an average price of $92.83, for a total of 265,815.00 shares. In addition, there have been 2 sales at an average price of $120.44 for 27,739.00 shares. Based on historical transaction data and MGV's current price of $132.97, Bernardo Wealth Planning LLC's estimated gain on his MGV holdings is $10.32 Mil, reflecting a 41.83% gain to date.
Bernardo Wealth Planning LLC MGV ($132.97) Holding Chart
Bernardo Wealth Planning LLC MGV ($132.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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