Bogart Wealth, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
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 $60,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
567
Previous 567
-0.0%
Holding current value
$60,141
Previous $56,000
5.36%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IVOO
# of Institutions
270Shares Held
10.4MCall Options Held
3.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC1.24MShares$131 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.01MShares$107 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD900KShares$95.5 Million4.43% of portfolio
-
International Assets Investment Management, LLC Orlando, FL769KShares$81.5 Million0.02% of portfolio
-
Ubs Group Ag612KShares$64.9 Million0.01% of portfolio