Blue Bell Private Wealth Management, LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,637 shares of VO stock, worth $734,826. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,637
Previous 2,762
4.53%
Holding current value
$734,826
Previous $668,000
4.04%
% of portfolio
0.14%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.21 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.48 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.03 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.28 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.05 Billion0.14% of portfolio