Blue Bell Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 23 shares of VNQ stock, worth $2,076. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 23 -0.0%

Holding current value

$2,076

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	SELL	$82.97 - $98.97 $12,030 - $14,350	-145 Reduced 86.31%	23 $2,000
Q2 2024 Aug 05, 2024	BUY	$78.61 - $85.97 $10,769 - $11,777	137 Added 441.94%	168 $14,000
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $660 - $712	8 Added 34.78%	31 $2,000
Q4 2022 Feb 03, 2023	SELL	$76.14 - $88.09 $15,304 - $17,706	-201 Reduced 89.73%	23 $1,000
Q3 2022 Nov 08, 2022	BUY	$79.28 - $102.13 $17,758 - $22,877	224 New	224 $18,000

Others Institutions Holding VNQ

# of Institutions

1,918

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Blue Bell Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History