Bernardo Wealth Planning LLC's ownership history for BIV

Bernardo Wealth Planning LLC currently holds 118.4K shares with a market value of $9.2M. It started holding BIV on 2024-09-30. At its peak, it held 118.4K shares on 2025-12-31. Its highest holding value was $9.2M on 2025-12-31. At its lowest, it held 66.7K shares on 2024-09-30, with a value of $5.1K on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 39.4K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 46.0K.