Bogart Wealth, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$162 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$116 Million0.01% of portfolio
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Morgan Stanley New York, NY722KShares$71.7 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS599KShares$59.4 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC469KShares$46.5 Million0.02% of portfolio