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Bogart Wealth LLC’s VanEck Social Sentiment ETF BUZZ Stock Holding History

Bogart Wealth LLC’s Portfolio BUZZ Stock Details BUZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40
Closed -$755 – 1077
2023
Q4 		$755 Hold
40
– – ﹤0.01% 981
2023
Q3 		$619 Hold
40
– – ﹤0.01% 994
2023
Q2 		$659 Hold
40
– – ﹤0.01% 972
2023
Q1 		$599 Hold
40
– – ﹤0.01% 1027
2022
Q4 		$488 Hold
40
– – ﹤0.01% 918
2022
Q3 		$1K Hold
40
– – ﹤0.01% 873
2022
Q2 		$1K Sell
40
-1
-2% -$15 ﹤0.01% 818
2022
Q1 		$1K Hold
41
– – ﹤0.01% 723
2021
Q4 		$1K Hold
41
– – ﹤0.01% 690
2021
Q3 		$1K Buy
41
+1
+3% +$26 ﹤0.01% 668
2021
Q2 		$1K Buy
+40
New +$990 ﹤0.01% 631

Other funds holding BUZZ

PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Bogart Wealth LLC's BUZZ Position: Q1 2024 in Review

Bogart Wealth LLC sold out of VanEck Social Sentiment ETF (BUZZ) in Q1 2024, closing a stake of 40 shares — an estimated $755 sold.

Bogart Wealth LLC first reported a position in BUZZ in Q2 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 40 funds tracked by Wall St. Rank hold BUZZ as of Q1 2024.

  • Bogart Wealth LLC reported no remaining VanEck Social Sentiment ETF position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 40 VanEck Social Sentiment ETF shares in Q1 2024, an estimated $755.
  • Bogart Wealth LLC first reported a position in VanEck Social Sentiment ETF in Q2 2021 and held it in 11 quarters.
  • Bogart Wealth LLC's VanEck Social Sentiment ETF position peaked at $1K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held VanEck Social Sentiment ETF as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.