BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VEA Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 21,214.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $1.08 Mil. This investment constitutes 0.2% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2021Q4. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 6 purchases of VEA, at an average price of $50.31, for a total of 22,243.00 shares. In addition, there have been 3 sales at an average price of $48.45 for 1,029.00 shares. Based on historical transaction data and VEA's current price of $56.87, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his VEA holdings is $137,332.61, reflecting a 12.27% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VEA ($56.87) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VEA ($56.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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