Bogart Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bogart Wealth, LLC holds 275 shares of BSV stock, worth $21,659. This represents 0.0% of its overall portfolio holdings.
Number of Shares
275
Previous 487
43.53%
Holding current value
$21,659
Previous $38,000
44.74%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio