Bogart Wealth, LLC Vanguard Wellington Fd Us Mult Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Bogart Wealth, LLC holds 500 shares of VFMF stock, worth $72,260. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$72,260
Previous $67,000
7.46%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMF
# of Institutions
85Shares Held
1.57MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO301KShares$43.5 Million3.9% of portfolio
-
Envestnet Asset Management Inc176KShares$25.4 Million0.01% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH166KShares$23.9 Million3.97% of portfolio
-
Great Valley Advisor Group, Inc.149KShares$21.6 Million0.48% of portfolio
-
Opus Capital Group, LLC104KShares$15.1 Million1.69% of portfolio