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Bogart Wealth LLC’s ScottsMiracle-Gro SMG Stock Holding History

Bogart Wealth LLC’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31K Hold
38
– – ﹤0.01% 1238
2025
Q4 		$2.22K Hold
38
– – ﹤0.01% 1166
2025
Q3 		$2.16K Hold
38
– – ﹤0.01% 1141
2025
Q2 		$2.51K Hold
38
– – ﹤0.01% 1061
2025
Q1 		$2.09K Hold
38
– – ﹤0.01% 1059
2024
Q4 		$2.52K Hold
38
– – ﹤0.01% 1055
2024
Q3 		$3.29K Hold
38
– – ﹤0.01% 901
2024
Q2 		$2.47K Hold
38
– – ﹤0.01% 900
2024
Q1 		$2.83K Hold
38
– – ﹤0.01% 862
2023
Q4 		$2.42K Hold
38
– – ﹤0.01% 871
2023
Q3 		$1.96K Hold
38
– – ﹤0.01% 879
2023
Q2 		$2.38K Hold
38
– – ﹤0.01% 859
2023
Q1 		$2.65K Buy
+38
New +$2.73K ﹤0.01% 856
2022
Q4 		– Sell
-85
Closed -$4K – 1205
2022
Q3 		$4K Buy
+85
New +$6.1K ﹤0.01% 741

Other funds holding SMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return