Bogart Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,831 shares of BIV stock, worth $298,473. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,831
Previous 2,980
28.56%
Holding current value
$298,473
Previous $230,000
30.0%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio