Bogart Wealth LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bogart Wealth LLC’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$62.6K	Hold
2025 Q2	$59.5K	Hold
2025 Q1	$56K	Hold
2024 Q4	$59.8K	Hold
2024 Q3	$59.9K	Hold
2024 Q2	$56.2K	Buy
2022 Q3	–	Hold
2022 Q2	–	Sell
2022 Q1	$2K	Buy
2018 Q2	–	Sell
2018 Q1	$4K	Buy