BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VTI Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 29,958.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $8.23 Mil. This investment constitutes 1.56% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 6 purchases of VTI, at an average price of $175.98, for a total of 61,214.00 shares. In addition, there have been 27 sales at an average price of $200.58 for 31,256.00 shares. Based on historical transaction data and VTI's current price of $307.02, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his VTI holdings is $4.69 Mil, reflecting a 43.58% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VTI ($307.02) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC VTI ($307.02) 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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