BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VOO Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 11,840.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.08 Mil. This investment constitutes 1.15% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 10 purchases of VOO, at an average price of $393.56, for a total of 33,601.00 shares. In addition, there have been 7 sales at an average price of $390.71 for 21,761.00 shares. Based on historical transaction data and VOO's current price of $573.22, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his VOO holdings is $2.07 Mil, reflecting a 15.62% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VOO ($573.22) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VOO ($573.22) 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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