BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in VHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,024 | 85 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,341 | 85 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,373 | 85 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,381 | 85 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,988 | 85 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,836 | 85 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $1,515 | 85 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,460 | 85 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,291 | 85 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $1,127 | 85 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,092 | 85 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,479 | 85 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,870 | 85 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,138 | 85 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $3,853 | 85 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $2,491 | 85 | Shares | Sole | 2022-04-21 |