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

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 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 $61,576. This represents 0.0% of its overall portfolio holdings.

Number of Shares
567
Previous 567 -0.0%
Holding current value
$61,576
Previous $59,000 5.08%
% 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
309
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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