Bogart Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Bogart Wealth, LLC holds 9,140 shares of VYM stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,140
Previous 9,048
1.02%
Holding current value
$1.23 Million
Previous $1.16 Million
0.6%
% of portfolio
0.06%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding VYM
# of Institutions
1,931Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.04 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.85 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$971 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$759 Million0.3% of portfolio