Blue Bell Private Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 3,953 shares of VO stock, worth $1.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,953

Previous 3,853 2.6%

Holding current value

$1.13 Million

Previous $1.08 Million 7.7%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$279.83 - $293.74 $27,983 - $29,374	100 Added 2.6%	3,953 $1.16 Million
Q1 2025 May 05, 2025	BUY	$251.87 - $277.95 $306,273 - $337,987	1,216 Added 46.11%	3,853 $996,000
Q3 2024 Oct 28, 2024	SELL	$237.84 - $263.83 $29,730 - $32,978	-125 Reduced 4.53%	2,637 $695,000
Q2 2024 Aug 05, 2024	BUY	$234.99 - $248.98 $109,975 - $116,522	468 Added 20.4%	2,762 $668,000
Q1 2024 Apr 24, 2024	SELL	$225.86 - $249.86 $3,613 - $3,997	-16 Reduced 0.69%	2,294 $573,000

Q4 2023 Jan 25, 2024	SELL	$195.66 - $233.95 $19,566 - $23,395	-100 Reduced 4.15%	2,310 $537,000
Q3 2023 Oct 30, 2023	SELL	$206.6 - $228.23 $25,825 - $28,528	-125 Reduced 4.93%	2,410 $501,000
Q2 2023 Aug 08, 2023	BUY	$203.43 - $220.16 $515,695 - $558,105	2,535 New	2,535 $558,000

Others Institutions Holding VO

# of Institutions

2,513

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Blue Bell Private Wealth Management, LLC Vanguard Mid Cap ETF Transaction History