Bogart Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
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 5,982 shares of BIV stock, worth $457,084. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,982
Previous 5,117
16.9%
Holding current value
$457,084
Previous $401,000
11.47%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding BIV
# of Institutions
989Shares Held
184MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$635 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio