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BWL
Bogart Wealth LLC’s
Teladoc Health
TDOC
Stock Holding History
Bogart Wealth LLC’s Portfolio
TDOC Stock Details
TDOC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$392
Hold
72
–
–
﹤0.01%
1647
2025
Q4
$504
Hold
72
–
–
﹤0.01%
1472
2025
Q3
$557
Hold
72
–
–
﹤0.01%
1387
2025
Q2
$627
Sell
72
-35
-33%
-$254
﹤0.01%
1292
2025
Q1
$852
Hold
107
–
–
﹤0.01%
1203
2024
Q4
$973
Sell
107
-16
-13%
-$154
﹤0.01%
1202
2024
Q3
$1.13K
Hold
123
–
–
﹤0.01%
1014
2024
Q2
$1.2K
Hold
123
–
–
﹤0.01%
993
2024
Q1
$1.86K
Sell
123
-9
-7%
-$163
﹤0.01%
913
2023
Q4
$2.85K
Sell
132
-1,758
-93%
-$32.4K
﹤0.01%
850
2023
Q3
$35.1K
Sell
1,890
-54,022
-97%
-$1.26M
﹤0.01%
401
2023
Q2
$1.42M
Buy
55,912
+3,684
+7%
+$92.7K
0.09%
114
2023
Q1
$1.35M
Buy
52,228
+4,383
+9%
+$117K
0.09%
110
2022
Q4
$1.13M
Buy
47,845
+10,532
+28%
+$284K
0.08%
119
2022
Q3
$946K
Buy
37,313
+6,940
+23%
+$243K
0.08%
113
2022
Q2
$1.01M
Buy
30,373
+7,025
+30%
+$298K
0.09%
110
2022
Q1
$1.68M
Buy
23,348
+1,825
+8%
+$131K
0.14%
100
2021
Q4
$1.98M
Buy
21,523
+6,248
+41%
+$747K
0.18%
98
2021
Q3
$1.94M
Buy
15,275
+3,267
+27%
+$476K
0.2%
94
2021
Q2
$2M
Buy
12,008
+11,985
+52,109%
+$1.94M
0.22%
83
2021
Q1
$4K
Buy
+23
New
+$5.33K
﹤0.01%
507
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1-Year Est. Return
VCM
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$4.04T AUM
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$57.5B AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
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1-Year Est. Return
Allianz Asset Management
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$86.6B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VC
Voss Capital
Houston, Texas
$1.75B AUM
1.03%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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