Bernardo Wealth Planning LLC VONV Holdings History
Bernardo Wealth Planning LLC's Vanguard Russell 1000 Value Index Fund Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 328,050.00 shares of Vanguard Russell 1000 Value Index Fund(VONV), totaling $27.08 Mil. This investment constitutes 6.48% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.23% of the outstanding Vanguard Russell 1000 Value Index Fund(VONV) stock.
The initial trade took place in 2019Q2. And since then Bernardo Wealth Planning LLC has made 18 purchases of VONV, at an average price of $68.87, for a total of 381,534.00 shares. In addition, there have been 7 sales at an average price of $51.27 for 53,484.00 shares. Based on historical transaction data and VONV's current price of $87.08, Bernardo Wealth Planning LLC's estimated gain on his VONV holdings is $5.03 Mil, reflecting a 19.16% gain to date.
Bernardo Wealth Planning LLC VONV ($87.08) Holding Chart
Bernardo Wealth Planning LLC VONV ($87.08) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
