Blue Bell Private Wealth Management, LLC Vanguard S&P 500 ETF Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	N/A	-2,203 Closed	0 $0
Q4 2020 Jan 21, 2021	SELL	N/A	-196 Reduced 8.17%	2,203 $760,000
Q3 2020 Oct 23, 2020	BUY	N/A	151 Added 6.72%	2,399 $738,000
Q2 2020 Jul 30, 2020	SELL	N/A	-1,598 Reduced 41.55%	2,248 $640,000
Q1 2020 Apr 22, 2020	SELL	N/A	-1,716 Reduced 30.85%	3,846 $911,000
Q4 2019 Jan 22, 2020	BUY	N/A	935 Added 20.21%	5,562 $1.65 Million
Q3 2019 Nov 07, 2019	SELL	N/A	-25 Reduced 0.54%	4,627 $1.26 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-160 Reduced 3.33%	4,652 $1.25 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-230 Reduced 4.56%	4,812 $1.25 Million
Q4 2018 Jan 16, 2019	SELL	N/A	-390 Reduced 7.18%	5,042 $1.16 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-2,080 Reduced 27.69%	5,432 $1.45 Million
Q2 2018 Jul 25, 2018	SELL	N/A	-685 Reduced 8.36%	7,512 $1.87 Million
Q1 2018 May 01, 2018	BUY	N/A	195 Added 2.44%	8,197 $1.98 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-495 Reduced 5.83%	8,002 $1.96 Million
Q3 2017 Oct 24, 2017	BUY	N/A	8,497	8,497 $1.96 Million

Track This Portfolio

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.