Bernardo Wealth Planning LLC's ownership history for USMV
Bernardo Wealth Planning LLC currently holds 20.9K shares with a market value of $2.0M. It started holding USMV on 2024-09-30. At its peak, it held 21.4K shares on 2024-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 20.9K shares on 2025-12-31, with a value of $2.0K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 130. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 216.
Bernardo Wealth Planning LLC's ownership history for USMV