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 $2,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23
Previous 168 86.31%
Holding current value
$2,213
Previous $14,000 85.71%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
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

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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