Bogart Wealth, LLC Vanguard Total World Stk Index Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,223 shares of VT stock, worth $144,949. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,223
Previous 1,102
10.98%
Holding current value
$144,949
Previous $124,000
17.74%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding VT
# of Institutions
998Shares Held
88.1MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.4 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$495 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$479 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$288 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$286 Million4.91% of portfolio