Bogart Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Bogart Wealth, LLC
- $1.98 Billion
- Q2 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 60 shares of VMBS stock, worth $2,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$2,841
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
619Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.69 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.17 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$905 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$352 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$322 Million0.03% of portfolio