Bogart Wealth, LLC Vanguard Transaction History

Bogart Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$58.32 - $58.95 $26,710 - $26,999	458 Added 107.76%	883 $51,000
Q1 2025 May 01, 2025	SELL	$58.07 - $58.69 $27,583 - $27,877	-475 Reduced 52.78%	425 $24,000
Q3 2023 Oct 30, 2023	BUY	$57.47 - $57.91 $22,988 - $23,164	400 Added 80.0%	900 $51,000
Q1 2023 Apr 21, 2023	BUY	$57.32 - $58.77 $28,660 - $29,385	500 New	500 $29,000

1,064

268M

3.3K

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