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 $371,680. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,374

Previous 1,315 4.49%

Holding current value

$371,680

Previous $346,000 4.62%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$261.5 - $284.63 $15,428 - $16,793	59 Added 4.49%	1,374 $362,000
Q3 2024 Oct 22, 2024	BUY	$237.84 - $263.83 $10,464 - $11,608	44 Added 3.46%	1,315 $346,000
Q2 2024 Jul 31, 2024	BUY	$234.99 - $248.98 $18,564 - $19,669	79 Added 6.63%	1,271 $307,000
Q1 2024 Apr 25, 2024	SELL	$225.86 - $249.86 $11,293 - $12,493	-50 Reduced 4.03%	1,192 $297,000
Q4 2023 Feb 06, 2024	SELL	$195.66 - $233.95 $11,935 - $14,270	-61 Reduced 4.68%	1,242 $288,000
Q3 2023 Oct 30, 2023	SELL	$206.6 - $228.23 $1,239 - $1,369	-6 Reduced 0.46%	1,303 $271,000
Q2 2023 Jul 28, 2023	SELL	$203.43 - $220.16 $48,212 - $52,177	-237 Reduced 15.33%	1,309 $288,000
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $200 - $225	1 Added 0.06%	1,546 $326,000
Q4 2022 Feb 06, 2023	BUY	$186.57 - $217.26 $14,552 - $16,946	78 Added 5.32%	1,545 $314,000
Q3 2022 Nov 03, 2022	SELL	$187.98 - $227.42 $15,602 - $18,875	-83 Reduced 5.35%	1,467 $276,000
Q2 2022 Jul 22, 2022	BUY	$190.36 - $240.41 $114,596 - $144,726	602 Added 63.5%	1,550 $305,000
Q1 2022 Apr 22, 2022	BUY	$219.86 - $253.39 $112,788 - $129,989	513 Added 117.93%	948 $226,000
Q3 2021 Oct 15, 2021	BUY	$229.88 - $249.8 $3,218 - $3,497	14 Added 3.33%	435 $103,000
Q2 2021 Aug 06, 2021	BUY	$223.23 - $238.25 $23,662 - $25,254	106 Added 33.65%	421 $100,000
Q1 2021 Apr 16, 2021	BUY	$203.74 - $225.89 $37,691 - $41,789	185 Added 142.31%	315 $70,000
Q1 2020 Apr 20, 2020	BUY	$112.37 - $186.27 $14,608 - $24,215	130 New	130 $17,000

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Bogart Wealth, LLC Vanguard Mid Cap ETF Transaction History