Bogart Wealth, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$89.35 - $96.91 $536 - $581	-6 Reduced 37.5%	10 $0
Q1 2023 Apr 21, 2023	BUY	$83.99 - $185.01 $839 - $1,850	10 Added 166.67%	16 $1,000
Q4 2022 Feb 06, 2023	BUY	$79.72 - $182.13 $478 - $1,092	6 New	6 $1,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

688K
Shares

$84.8 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$23.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$21.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$17.9 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$17.2 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
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