Bogart Wealth, LLC Vanguard Utilities ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 448 shares of VPU stock, worth $77,848. This represents 0.0% of its overall portfolio holdings.
Number of Shares
448
Previous 448
-0.0%
Holding current value
$77,848
Previous $66,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
593Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$180 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$123 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$117 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$107 Million0.05% of portfolio