BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in VFL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $520,247 | 50,657 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $523,362 | 51,010 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $450,175 | 46,602 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $419,471 | 41,368 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $392,365 | 38,733 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $318,132 | 28,481 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $145,696 | 13,797 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $68,417 | 6,604 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $5,942 | 582 | Shares | Sole | 2024-01-25 |