BWL
GOOD

Bogart Wealth LLC’s Gladstone Commercial Corp GOOD Stock Holding History

Bogart Wealth LLC’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.7K Hold
1,200
– – ﹤0.01% 831
2025
Q4 		$12.8K Hold
1,200
– – ﹤0.01% 806
2025
Q3 		$14.8K Hold
1,200
– – ﹤0.01% 742
2025
Q2 		$17.2K Hold
1,200
– – ﹤0.01% 669
2025
Q1 		$18K Hold
1,200
– – ﹤0.01% 615
2024
Q4 		$19.5K Hold
1,200
– – ﹤0.01% 593
2024
Q3 		$19.5K Hold
1,200
– – ﹤0.01% 563
2024
Q2 		$17.1K Hold
1,200
– – ﹤0.01% 560
2024
Q1 		$16.6K Hold
1,200
– – ﹤0.01% 549
2023
Q4 		$15.9K Hold
1,200
– – ﹤0.01% 545
2023
Q3 		$14.6K Hold
1,200
– – ﹤0.01% 526
2023
Q2 		$14.8K Hold
1,200
– – ﹤0.01% 515
2023
Q1 		$15.2K Hold
1,200
– – ﹤0.01% 516
2022
Q4 		$22.2K Hold
1,200
– – ﹤0.01% 421
2022
Q3 		$19K Hold
1,200
– – ﹤0.01% 438
2022
Q2 		$23K Hold
1,200
– – ﹤0.01% 395
2022
Q1 		$26K Buy
+1,200
New +$26.9K ﹤0.01% 348

Other funds holding GOOD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return