Blue Bell Private Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 3,373 shares of VB stock, worth $874,753. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,373
Previous 3,587 5.97%
Holding current value
$874,753
Previous $782,000 2.3%
% of portfolio
0.16%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$214.77 - $237.72 $45,960 - $50,872
-214 Reduced 5.97%
3,373 $800,000
Q2 2024

Aug 05, 2024
BUY
$210.76 - $226.94 $4,215 - $4,538
20 Added 0.56%
3,587 $782,000
Q1 2024

Apr 24, 2024
SELL
$204.0 - $228.59 $231,132 - $258,992
-1,133 Reduced 24.11%
3,567 $815,000
Q4 2023

Jan 25, 2024
SELL
$175.26 - $215.9 $46,619 - $57,429
-266 Reduced 5.36%
4,700 $1 Million
Q3 2023

Oct 30, 2023
SELL
$186.24 - $208.75 $102,432 - $114,812
-550 Reduced 9.97%
4,966 $938,000
Q2 2023

Aug 08, 2023
BUY
$181.26 - $198.89 $972,459 - $1.07 Million
5,365 Added 3552.98%
5,516 $1.1 Million
Q1 2021

Apr 23, 2021
SELL
$191.53 - $223.48 $13,407 - $15,643
-70 Reduced 31.67%
151 $32,000
Q2 2020

Jul 30, 2020
BUY
$106.26 - $156.76 $19,233 - $28,373
181 Added 452.5%
221 $30,000
Q1 2020

Apr 22, 2020
BUY
$98.45 - $170.48 $3,938 - $6,819
40 New
40 $5,000

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email