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

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 567 shares of IVOO stock, worth $63,095. This represents 0.0% of its overall portfolio holdings.

Number of Shares
567
Previous 567 -0.0%
Holding current value
$63,095
Previous $55,000 7.27%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$95.6 - $102.96 $54,205 - $58,378
567 New
567 $56,000
Q2 2022

Jul 22, 2022
SELL
$74.48 - $91.47 $893 - $1,097
-12 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$85.0 - $96.56 $1,020 - $1,158
12 New
12 $2,000
Q2 2018

Jul 13, 2018
SELL
N/A
-34 Closed
0 $0
Q1 2018

Apr 13, 2018
BUY
N/A
34 New
34 $4,000

Others Institutions Holding IVOO

# of Institutions
305
Shares Held
13.6M
Call Options Held
3K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email