BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC – Vanguard Small Cap Value Index Fund Transaction History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC portfolio value:
$56,000
portfolio value
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.29%
quarter
Vanguard Small Cap Value Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +30.00% | 90 shares | 11K | $143.4 | 390 |
Q2 2022 | share | 0.00% | 0 shares | -8K | $149.82 | 300 | |
Q1 2022 | share | Increase | 0.00% | 300 shares | 53K | $175.94 | 300 |