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 $75,147. This represents 0.0% of its overall portfolio holdings.
Number of Shares
448
Previous 448
-0.0%
Holding current value
$75,147
Previous $66,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
572Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$178 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$174 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$165 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$113 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$104 Million0.01% of portfolio