Bogart Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 246,522 shares of VOO stock, worth $152 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
246,522
Previous 247,585
0.43%
Holding current value
$152 Million
Previous $141 Million
7.35%
% of portfolio
6.15%
Previous 6.06%
Shares
36 transactions
Others Institutions Holding VOO
# of Institutions
3,874Shares Held
545MCall Options Held
2.75MPut Options Held
3.12M-
Vanguard Group Inc Valley Forge, PA37.9MShares$23.4 Billion0.36% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.3MShares$17.5 Billion5.8% of portfolio
-
Canerector Inc Toronto, A627.6MShares$17.1 Billion2.42% of portfolio
-
Jpmorgan Chase & CO New York, NY27.2MShares$16.8 Billion1.1% of portfolio
-
California Public Employees Retirement System Sacramento, CA26MShares$16 Billion9.88% of portfolio