Bernardo Wealth Planning LLC's ownership history for IVW

Bernardo Wealth Planning LLC currently holds 20.2K shares with a market value of $2.4M. It started holding IVW on 2024-09-30. At its peak, it held 25.2K shares on 2024-09-30. Its highest holding value was $2.4M on 2025-09-30. At its lowest, it held 20.2K shares on 2025-06-30, with a value of $2.2K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 183. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 5.1K.