BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – Vanguard 500 Index Fund Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$3.08M
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -43.30% | -7.18K shares | -2.66M | $328.3 | 9.40K |
| Q2 2022 | share | Decrease | -27.58% | -6.31K shares | -3.75M | $346.88 | 16.58K |
| Q1 2022 | share | Decrease | -5.32% | -1.28K shares | -1.05M | $415.17 | 22.90K |
| Q4 2021 | share | Decrease | -10.14% | -2.72K shares | -73K | $437.77 | 24.18K |
| Q3 2021 | share | Increase | +5.59% | 1.42K shares | 602K | $394.4 | 26.91K |
| Q2 2021 | share | Increase | +513.21% | 21.33K shares | 8.51M | $392.24 | 25.49K |
| Q1 2021 | share | Increase | 0.00% | 4.15K shares | 1.51M | $361.88 | 4.15K |