Vanguard Value ETF shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $351k | 2.1k | 169.30 |
| 2024-09-30 | $350k | 2.0k | 174.57 |
| 2024-06-30 | $317k | 2.0k | 160.41 |
| 2024-03-31 | $285k | 1.8k | 162.86 |
| 2023-12-31 | $211k | 1.4k | 149.50 |
| 2023-09-30 | $169k | 1.2k | 137.93 |
| 2023-06-30 | $147k | 1.0k | 142.10 |
| 2023-03-31 | $86k | 622 | 138.11 |
| 2022-12-31 | $57k | 406 | 140.37 |
| 2022-09-30 | $135k | 1.1k | 123.40 |
| 2022-06-30 | $360k | 2.7k | 131.87 |
| 2022-03-31 | $387k | 2.6k | 147.71 |
| 2020-06-30 | $10k | 100 | 100.00 |
| 2020-03-31 | $9.0k | 100 | 90.00 |
More positions owned by Blue Bell Private Wealth Management
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