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 $33,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$33,970

% 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

1.32M

Call Options Held

Put Options Held

Anderson Hoagland & CO

294K
Shares

$40 Million
4.01% of portfolio
Envestnet Asset Management Inc

199K
Shares

$27 Million
0.01% of portfolio
Opus Capital Group, LLC

105K
Shares

$14.3 Million
1.71% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

81.9K
Shares

$11.1 Million
1.49% of portfolio
Lpl Financial LLC Fort Mill, SC

76.1K
Shares

$10.3 Million
0.0% of portfolio

View Full List

About VANGUARD WELLINGTON FD US MULT

Ticker VFMF
Sector ETFs
Industry ETFs

More about VFMF

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