Blue Bell Private Wealth Management, LLC Vanguard Financial 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 Financial ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 266 shares of VFH stock, worth $31,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
266
Previous 338 21.3%
Holding current value
$31,882
Previous $33,000 12.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024
SELL
$99.27 - $111.21 $7,147 - $8,007
-72 Reduced 21.3%
266 $29,000
Q2 2024

Aug 05, 2024
SELL
$95.9 - $103.0 $13,905 - $14,935
-145 Reduced 30.02%
338 $33,000
Q1 2024

Apr 24, 2024
SELL
$90.62 - $102.39 $111,915 - $126,451
-1,235 Reduced 71.89%
483 $49,000
Q4 2023

Jan 25, 2024
BUY
$75.97 - $92.67 $105,750 - $128,996
1,392 Added 426.99%
1,718 $158,000
Q2 2023

Aug 08, 2023
SELL
$74.65 - $81.49 $12,242 - $13,364
-164 Reduced 33.47%
326 $26,000
Q4 2022

Feb 03, 2023
BUY
$74.7 - $88.6 $36,603 - $43,414
490 New
490 $40,000

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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