Bernardo Wealth Planning LLC's ownership history for VTI

Bernardo Wealth Planning LLC currently holds 5.1K shares with a market value of $1.7M. It started holding VTI on 2024-09-30. At its peak, it held 5.1K shares on 2025-09-30. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $1.2K on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 799. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 934.