Bogart Wealth, LLC Vanguard Utilities ETF Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 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 $77,651. This represents 0.0% of its overall portfolio holdings.
Number of Shares
448
Previous 448
-0.0%
Holding current value
$77,651
Previous $77,000
5.19%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
641Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$794 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$194 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$172 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$116 Million0.05% of portfolio