Bogart Wealth, LLC Vanguard Wellington Fd Us Mult Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 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 250 shares of VFMF stock, worth $32,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$32,822

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$122.86 - $137.9 $30,715 - $34,475	250 New	250 $31,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.35M

Call Options Held

Put Options Held

Anderson Hoagland & CO

294K
Shares

$38.6 Million
4.01% of portfolio
Envestnet Asset Management Inc

199K
Shares

$26.1 Million
0.01% of portfolio
Opus Capital Group, LLC

105K
Shares

$13.8 Million
1.71% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

81.9K
Shares

$10.8 Million
1.49% of portfolio
Lpl Financial LLC Fort Mill, SC

76.1K
Shares

$9.99 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

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.

Account