Vanguard S&p 500 Etf idx shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 9.1k | 527.65 |
| 2024-06-30 | $4.5M | 8.9k | 500.11 |
| 2024-03-31 | $4.3M | 8.9k | 480.68 |
| 2023-12-31 | $5.3M | 12k | 436.79 |
| 2023-09-30 | $4.5M | 12k | 392.70 |
| 2023-06-30 | $4.4M | 11k | 407.28 |
| 2023-03-31 | $3.8M | 10k | 376.07 |
| 2022-12-31 | $3.0M | 8.4k | 351.34 |
| 2022-09-30 | $3.1M | 9.4k | 328.26 |
| 2022-06-30 | $5.8M | 17k | 346.86 |
| 2022-03-31 | $9.5M | 23k | 415.18 |
| 2021-12-31 | $11M | 24k | 436.58 |
| 2021-09-30 | $11M | 27k | 395.04 |
| 2021-06-30 | $10M | 26k | 393.51 |
| 2021-03-31 | $1.5M | 4.2k | 364.21 |
More positions owned by Blue Bell Private Wealth Management
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