Bogart Wealth, LLC Vanguard Mega Cap ETF Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$79.14 - $118.24 $1,582 - $2,364	-20 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$99.58 - $112.21 $1,991 - $2,244	20 New	20 $2,000

Others Institutions Holding MGC

# of Institutions

454

Shares Held

15.3M

Call Options Held

14.2K

Put Options Held

1.3K

Bank Of America Corp Charlotte, NC

1.61M
Shares

$352 Million
0.03% of portfolio
Morgan Stanley New York, NY

631K
Shares

$138 Million
0.01% of portfolio
New York Life Investment Management LLC New York, NY

520K
Shares

$114 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

509K
Shares

$111 Million
0.03% of portfolio
Wooster Corthell Wealth Management, Inc.

487K
Shares

$107 Million
21.47% of portfolio

About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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