Bernardo Wealth Planning LLC's ownership history for VYM

Bernardo Wealth Planning LLC currently holds 98.5K shares with a market value of $13.9M. It started holding VYM on 2024-09-30. At its peak, it held 115.4K shares on 2024-09-30. Its highest holding value was $13.9M on 2025-09-30. At its lowest, it held 95.7K shares on 2024-12-31, with a value of $13.2K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 1.3K. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 17.0K.