Bernardo Wealth Planning LLC's ownership history for VIG

Bernardo Wealth Planning LLC currently holds 1.5K shares with a market value of $329.3K. It started holding VIG on 2024-09-30. At its peak, it held 2.0K shares on 2025-06-30. Its highest holding value was $329.3K on 2025-09-30. At its lowest, it held 1.5K shares on 2025-09-30, with a value of $309 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 16. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 13.