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Vanguard Financials ETF shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials ETF held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Financials ETF by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 483 102.39
2023-12-31 $159k 1.7k 92.26
2023-09-30 $26k 326 80.32
2023-06-30 $27k 326 81.24
2023-03-31 $38k 490 77.89
2022-12-31 $41k 490 82.73