Bogart Wealth, LLC Vanguard Growth ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,568 shares of VUG stock, worth $1.05 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,568
Previous 2,073
23.88%
Holding current value
$1.05 Million
Previous $795,000
32.58%
% of portfolio
0.05%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding VUG
# of Institutions
2,657Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.7 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.67 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.34 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.09 Billion6.58% of portfolio