Blue Bell Private Wealth Management, LLC Vanguard Financial ETF Transaction History

Blue Bell Private Wealth Management, LLC

$502 Million
Q1 2025

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 1,343 shares of VFH stock, worth $164,611. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,343

Previous 266 404.89%

Holding current value

$164,611

Previous $31,000 416.13%

% of portfolio

0.03%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$114.07 - $127.34 $122,853 - $137,145	1,077 Added 404.89%	1,343 $160,000
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

778

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Blue Bell Private Wealth Management, LLC Vanguard Financial ETF Transaction History