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Bernardo Wealth Planning LLC Buys Vanguard Russell 1000 Value Index Fund, Univest Financial Corp, SPDR Russell 3000 ETF, Sells Vanguard High Dividend Yield Index Fund, iShares Core S&P Mid-Cap ETF, Allergan PLC

Investment company Bernardo Wealth Planning LLC (Current Portfolio) buys Vanguard Russell 1000 Value Index Fund, Univest Financial Corp, SPDR Russell 3000 ETF, M&T Bank Corp, Qualcomm Inc, sells Vanguard High Dividend Yield Index Fund, iShares Core S&P Mid-Cap ETF, Allergan PLC, Gilead Sciences Inc, iShares S&P Small-Cap 600 Growth ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Bernardo Wealth Planning LLC. As of 2019Q2, Bernardo Wealth Planning LLC owns 146 stocks with a total value of $121 million. These are the details of the buys and sells.

For the details of Bernardo Wealth Planning LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bernardo+wealth+planning+llc/current-portfolio/portfolio

These are the top 5 holdings of Bernardo Wealth Planning LLC
  1. Apple Inc (AAPL) - 43,847 shares, 7.16% of the total portfolio. Shares reduced by 11.45%
  2. Vanguard Mega Cap Growth ETF (MGK) - 44,597 shares, 4.76% of the total portfolio. Shares reduced by 11.34%
  3. Amazon.com Inc (AMZN) - 2,277 shares, 3.56% of the total portfolio. Shares reduced by 4.29%
  4. iShares Edge MSCI Min Volatility USA ETF (USMV) - 66,479 shares, 3.39% of the total portfolio. Shares added by 6.52%
  5. Vanguard Russell 1000 Growth Index Fund (VONG) - 22,846 shares, 3.06% of the total portfolio. Shares added by 0.23%
New Purchase: Vanguard Russell 1000 Value Index Fund (VONV)

Bernardo Wealth Planning LLC initiated holding in Vanguard Russell 1000 Value Index Fund. The purchase prices were between $104.75 and $112.06, with an estimated average price of $109.61. The stock is now traded at around $111.12. The impact to a portfolio due to this purchase was 2.9%. The holding were 31,512 shares as of .

New Purchase: Univest Financial Corp (UVSP)

Bernardo Wealth Planning LLC initiated holding in Univest Financial Corp. The purchase prices were between $23.88 and $26.26, with an estimated average price of $25.09. The stock is now traded at around $25.35. The impact to a portfolio due to this purchase was 0.45%. The holding were 20,688 shares as of .

New Purchase: SPDR Russell 3000 ETF (SPTM)

Bernardo Wealth Planning LLC initiated holding in SPDR Russell 3000 ETF. The purchase prices were between $34.16 and $36.82, with an estimated average price of $35.83. The stock is now traded at around $36.87. The impact to a portfolio due to this purchase was 0.29%. The holding were 9,724 shares as of .

New Purchase: M&T Bank Corp (MTB)

Bernardo Wealth Planning LLC initiated holding in M&T Bank Corp. The purchase prices were between $159.6 and $170.64, with an estimated average price of $165.71. The stock is now traded at around $147.10. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,421 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Bernardo Wealth Planning LLC initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $78.99. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,924 shares as of .

New Purchase: iShares iBoxx $ Investment Grade Corporate Bond ET (LQD)

Bernardo Wealth Planning LLC initiated holding in iShares iBoxx $ Investment Grade Corporate Bond ET. The purchase prices were between $118.17 and $124.37, with an estimated average price of $120.06. The stock is now traded at around $127.63. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,627 shares as of .

Added: Coca-Cola Co (KO)

Bernardo Wealth Planning LLC added to a holding in Coca-Cola Co by 56.68%. The purchase prices were between $46.18 and $51.92, with an estimated average price of $49. The stock is now traded at around $55.12. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,398 shares as of .

Sold Out: Vanguard High Dividend Yield Index Fund (VYM)

Bernardo Wealth Planning LLC sold out a holding in Vanguard High Dividend Yield Index Fund. The sale prices were between $82.53 and $88.09, with an estimated average price of $86.47.

Sold Out: Allergan PLC (AGN)

Bernardo Wealth Planning LLC sold out a holding in Allergan PLC. The sale prices were between $115.73 and $167.43, with an estimated average price of $138.45.

Sold Out: Gilead Sciences Inc (GILD)

Bernardo Wealth Planning LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $61.87 and $69.38, with an estimated average price of $65.76.

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Bernardo Wealth Planning LLC sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $170.29 and $187.33, with an estimated average price of $179.43.

Sold Out: TCG BDC Inc (CGBD)

Bernardo Wealth Planning LLC sold out a holding in TCG BDC Inc. The sale prices were between $14.6 and $15.51, with an estimated average price of $14.94.

Sold Out: Nucor Corp (NUE)

Bernardo Wealth Planning LLC sold out a holding in Nucor Corp. The sale prices were between $48 and $60.7, with an estimated average price of $54.93.

Reduced: iShares Core S&P Mid-Cap ETF (IJH)

Bernardo Wealth Planning LLC reduced to a holding in iShares Core S&P Mid-Cap ETF by 26.29%. The sale prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $191.48. The impact to a portfolio due to this sale was -0.39%. Bernardo Wealth Planning LLC still held 6,761 shares as of .

Reduced: Wells Fargo & Co (WFC)

Bernardo Wealth Planning LLC reduced to a holding in Wells Fargo & Co by 20.57%. The sale prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $47.62. The impact to a portfolio due to this sale was -0.08%. Bernardo Wealth Planning LLC still held 7,375 shares as of .



Here is the complete portfolio of Bernardo Wealth Planning LLC. Also check out:

1. Bernardo Wealth Planning LLC's Undervalued Stocks
2. Bernardo Wealth Planning LLC's Top Growth Companies, and
3. Bernardo Wealth Planning LLC's High Yield stocks
4. Stocks that Bernardo Wealth Planning LLC keeps buying

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