Bernardo Wealth Planning LLC's ownership history for FVD

Bernardo Wealth Planning LLC currently holds 11.1K shares with a market value of $514.9K. It started holding FVD on 2024-09-30. At its peak, it held 14.1K shares on 2024-09-30. Its highest holding value was $514.9K on 2025-09-30. At its lowest, it held 11.1K shares on 2025-03-31, with a value of $498 on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 7. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 3.0K.