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

Bogart Wealth, LLC

$1.96 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	N/A	-12 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	N/A	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

247

Shares Held

8.95M

Call Options Held

5.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.12M
Shares

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$87.9 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$53.9 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.4 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

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.