Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,801,633 shares of UITB stock, worth $83.4 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

1,801,633

Previous 1,760,244 2.35%

Holding current value

$83.4 Million

Previous $80.9 Million 4.53%

% of portfolio

4.01%

Previous 3.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$45.41 - $47.18 $1.88 Million - $1.95 Million	41,389 Added 2.35%	1,801,633 $84.6 Million
Q4 2024 Jan 29, 2025	BUY	$45.83 - $48.07 $21.7 Million - $22.8 Million	474,119 Added 36.86%	1,760,244 $80.9 Million
Q3 2024 Oct 22, 2024	BUY	$45.71 - $48.29 $906,749 - $957,928	19,837 Added 1.57%	1,286,125 $61.6 Million
Q2 2024 Jul 31, 2024	BUY	$45.08 - $46.44 $723,939 - $745,779	16,059 Added 1.28%	1,266,288 $58.3 Million
Q1 2024 Apr 25, 2024	BUY	$45.85 - $47.11 $34.7 Million - $35.7 Million	757,323 Added 153.64%	1,250,229 $58 Million
Q4 2023 Feb 06, 2024	BUY	$43.37 - $47.09 $17.1 Million - $18.5 Million	393,722 Added 396.96%	492,906 $23.1 Million
Q3 2023 Oct 30, 2023	BUY	$44.41 - $46.28 $4.4 Million - $4.59 Million	99,127 Added 173907.02%	99,184 $4.42 Million
Q2 2022 Jul 22, 2022	BUY	$46.18 - $49.56 $46 - $49	1 Added 1.79%	57 $3,000
Q1 2022 Apr 22, 2022	SELL	$49.28 - $52.67 $5,470 - $5,846	-111 Reduced 66.47%	56 $3,000
Q4 2021 Jan 19, 2022	BUY	$52.8 - $53.71 $8,817 - $8,969	167 New	167 $9,000

Others Institutions Holding UITB

# of Institutions

124

Shares Held

46.9M

Call Options Held

Put Options Held

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

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Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History