Back to VGES
Bernardo Wealth Planning LLC → VGES
Bernardo Wealth Planning LLC VGES Position History
VGES
Quarters held
81
Latest value
$3.7M
Q3 2026
Peak value
$87.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $44.3M |
| Q4 2025 | $31.1M |
| Q4 2025 | $261K |
| Q4 2025 | $9.2M |
| Q4 2025 | $279K |
| Q4 2025 | $13.9M |
| Q4 2025 | $260K |
| Q4 2025 | $24.6M |
| Q4 2025 | $31M |
| Q4 2025 | $619K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.4M |
| Q4 2025 | $759K |
| Q4 2025 | $5M |
| Q4 2025 | $680K |
| Q4 2025 | $735K |
| Q4 2025 | $2.1M |
| Q4 2025 | $5M |
| Q4 2025 | $1.7M |
| Q1 2026 | $38.2M |
| Q1 2026 | $30.7M |
| Q1 2026 | $240K |
| Q1 2026 | $13.4M |
| Q1 2026 | $287K |
| Q1 2026 | $17.2M |
| Q1 2026 | $284K |
| Q1 2026 | $237K |
| Q1 2026 | $22.5M |
| Q1 2026 | $31.5M |
| Q1 2026 | $864K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $700K |
| Q1 2026 | $5.1M |
| Q1 2026 | $646K |
| Q1 2026 | $653K |
| Q1 2026 | $2.1M |
| Q1 2026 | $5.2M |
| Q1 2026 | $1.7M |
| Q2 2026 | $43.1M |
| Q2 2026 | $30.6M |
| Q2 2026 | $291K |
| Q2 2026 | $14.2M |
| Q2 2026 | $315K |
| Q2 2026 | $18.7M |
| Q2 2026 | $1.1M |
| Q2 2026 | $12.6M |
| Q2 2026 | $262K |
| Q2 2026 | $27.1M |
| Q2 2026 | $36.3M |
| Q2 2026 | $856K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $833K |
| Q2 2026 | $5.9M |
| Q2 2026 | $743K |
| Q2 2026 | $772K |
| Q2 2026 | $2.3M |
| Q2 2026 | $6.2M |
| Q2 2026 | $1.8M |
| Q3 2026 | $87.4M |
| Q3 2026 | $59.2M |
| Q3 2026 | $603K |
| Q3 2026 | $29.2M |
| Q3 2026 | $635K |
| Q3 2026 | $37M |
| Q3 2026 | $3M |
| Q3 2026 | $25.9M |
| Q3 2026 | $481K |
| Q3 2026 | $62.3M |
| Q3 2026 | $69.9M |
| Q3 2026 | $1.8M |
| Q3 2026 | $3.3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $1.6M |
| Q3 2026 | $11.7M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.6M |
| Q3 2026 | $4.5M |
| Q3 2026 | $11.6M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 9.9K | — | — |
| Q3 2026 | $11.6M | 40.9K | — | — |
| Q3 2026 | $4.5M | 20.9K | — | — |
| Q3 2026 | $1.6M | 17.9K | — | — |
| Q3 2026 | $1.5M | 4.3K | — | — |
| Q3 2026 | $11.7M | 149.5K | — | — |
| Q3 2026 | $1.6M | 5.4K | — | — |
| Q3 2026 | $3.3M | 4.7K | — | — |
| Q3 2026 | $3.3M | 68.7K | — | — |
| Q3 2026 | $1.8M | 24.8K | — | — |
| Q3 2026 | $69.9M | 643.3K | — | — |
| Q3 2026 | $62.3M | 483.4K | — | — |
| Q3 2026 | $481K | 1.3K | — | — |
| Q3 2026 | $25.9M | 163.9K | — | — |
| Q3 2026 | $3M | 40.2K | — | — |
| Q3 2026 | $37M | 238.4K | — | — |
| Q3 2026 | $635K | 9.0K | — | — |
| Q3 2026 | $29.2M | 400.2K | — | — |
| Q3 2026 | $603K | 7.1K | — | — |
| Q3 2026 | $59.2M | 367.6K | — | — |
| Q3 2026 | $87.4M | 943.5K | — | — |
| Q2 2026 | $1.8M | 4.9K | — | — |
| Q2 2026 | $6.2M | 20.5K | — | — |
| Q2 2026 | $2.3M | 10.6K | — | — |
| Q2 2026 | $772K | 9.0K | — | — |
| Q2 2026 | $743K | 2.2K | — | — |
| Q2 2026 | $5.9M | 73.1K | — | — |
| Q2 2026 | $833K | 2.7K | — | — |
| Q2 2026 | $1.6M | 2.4K | — | — |
| Q2 2026 | $1.4M | 28.3K | — | — |
| Q2 2026 | $856K | 11.2K | — | — |
| Q2 2026 | $36.3M | 341.8K | — | — |
| Q2 2026 | $27.1M | 212.2K | — | — |
| Q2 2026 | $262K | 660 | — | — |
| Q2 2026 | $12.6M | 80.1K | — | — |
| Q2 2026 | $1.1M | 14.3K | — | — |
| Q2 2026 | $18.7M | 118.5K | — | — |
| Q2 2026 | $315K | 4.4K | — | — |
| Q2 2026 | $14.2M | 184.8K | — | — |
| Q2 2026 | $291K | 3.5K | — | — |
| Q2 2026 | $30.6M | 187.4K | — | — |
| Q2 2026 | $43.1M | 490.5K | — | — |
| Q1 2026 | $1.7M | 5.2K | — | — |
| Q1 2026 | $5.2M | 20.0K | — | — |
| Q1 2026 | $2.1M | 10.6K | — | — |
| Q1 2026 | $653K | 1.5K | — | — |
| Q1 2026 | $646K | 2.2K | — | — |
| Q1 2026 | $5.1M | 17.8K | — | — |
| Q1 2026 | $700K | 2.7K | — | — |
| Q1 2026 | $1.4M | 2.3K | — | — |
| Q1 2026 | $1.4M | 28.5K | — | — |
| Q1 2026 | $864K | 11.5K | — | — |
| Q1 2026 | $31.5M | 336.0K | — | — |
| Q1 2026 | $22.5M | 204.7K | — | — |
| Q1 2026 | $237K | 660 | — | — |
| Q1 2026 | $284K | 2.1K | — | — |
| Q1 2026 | $17.2M | 116.0K | — | — |
| Q1 2026 | $287K | 4.5K | — | — |
| Q1 2026 | $13.4M | 173.9K | — | — |
| Q1 2026 | $240K | 588 | — | — |
| Q1 2026 | $30.7M | 211.8K | — | — |
| Q1 2026 | $38.2M | 104.0K | — | — |
| Q4 2025 | $1.7M | 5.1K | — | — |
| Q4 2025 | $5M | 19.5K | — | — |
| Q4 2025 | $2.1M | 10.8K | — | — |
| Q4 2025 | $735K | 1.5K | — | — |
| Q4 2025 | $680K | 2.2K | — | — |
| Q4 2025 | $5M | 17.1K | — | — |
| Q4 2025 | $759K | 2.7K | — | — |
| Q4 2025 | $1.4M | 2.2K | — | — |
| Q4 2025 | $1.5M | 29.4K | — | — |
| Q4 2025 | $619K | 8.2K | — | — |
| Q4 2025 | $31M | 336.0K | — | — |
| Q4 2025 | $24.6M | 201.9K | — | — |
| Q4 2025 | $260K | 660 | — | — |
| Q4 2025 | $13.9M | 97.2K | — | — |
| Q4 2025 | $279K | 4.5K | — | — |
| Q4 2025 | $9.2M | 118.4K | — | — |
| Q4 2025 | $261K | 588 | — | — |
| Q4 2025 | $31.1M | 220.5K | — | — |
| Q4 2025 | $44.3M | 107.4K | — | — |