Bogart Wealth, LLC Vanguard Bd Index Fd Inc Short Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Bogart Wealth, LLC holds 487 shares of BSV stock, worth $38,239. This represents 0.0% of its overall portfolio holdings.
Number of Shares
487
Previous 256
90.23%
Holding current value
$38,239
Previous $20,000
90.0%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio