A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 282 shares of VV stock, worth $77,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares
282
Previous 323 12.69%
Holding current value
$77,335
Previous $80,000 7.5%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 28, 2024

SELL
$236.92 - $263.4 $9,713 - $10,799
-41 Reduced 12.69%
282 $74,000
Q1 2024

Apr 24, 2024

SELL
$214.62 - $240.49 $1,716 - $1,923
-8 Reduced 2.42%
323 $77,000
Q4 2021

Jan 26, 2022

SELL
$200.26 - $221.75 $21,828 - $24,170
-109 Reduced 24.77%
331 $73,000
Q3 2021

Nov 10, 2021

SELL
$199.12 - $212.29 $1,393 - $1,486
-7 Reduced 1.57%
440 $88,000
Q2 2021

Aug 05, 2021

SELL
$187.36 - $200.75 $73,257 - $78,493
-391 Reduced 46.66%
447 $90,000
Q1 2021

Apr 23, 2021

BUY
$173.39 - $186.2 $16,472 - $17,689
95 Added 12.79%
838 $155,000
Q3 2020

Oct 23, 2020

BUY
$144.11 - $166.66 $11,528 - $13,332
80 Added 12.07%
743 $116,000
Q2 2020

Jul 30, 2020

BUY
$113.24 - $149.5 $29,782 - $39,318
263 Added 65.75%
663 $90,000
Q4 2017

Jan 31, 2018

SELL
N/A
-100 Reduced 20.0%
400 $49,000
Q3 2017

Oct 24, 2017

BUY
N/A
500
500 $58,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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.