Bogart Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 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 $2,721. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$2,721
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.47 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.13 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$902 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$389 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$363 Million0.09% of portfolio