Bogart Wealth, LLC Vanguard Mid Cap ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,374 shares of VO stock, worth $337,633. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,374
Previous 1,315
4.49%
Holding current value
$337,633
Previous $346,000
4.62%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,318Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.29 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.07 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio