Bogart Wealth, LLC Vanguard Scottsdale Fds Vangua Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Bogart Wealth, LLC holds 423 shares of BNDW stock, worth $28,916. This represents 0.0% of its overall portfolio holdings.
Number of Shares
423
Previous 423
-0.0%
Holding current value
$28,916
Previous $29,000
3.45%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BNDW
# of Institutions
108Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.4 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$21.7 Million10.91% of portfolio
-
Bank Of America Corp Charlotte, NC199KShares$13.6 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.2 Million0.16% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS176KShares$12 Million10.3% of portfolio