Bogart Wealth, LLC Vanguard Wellington Fd Us Mult Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 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 $72,030. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 250
100.0%
Holding current value
$72,030
Previous $31,000
116.13%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VFMF
# of Institutions
84Shares Held
1.38MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO294KShares$42.4 Million3.85% of portfolio
-
Envestnet Asset Management Inc180KShares$25.9 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.143KShares$20.7 Million0.47% of portfolio
-
Opus Capital Group, LLC105KShares$15.2 Million1.7% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$8.91 Million0.03% of portfolio