Bogart Wealth LLC’s Trade Desk TTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$567	Buy	25 +22	+733%	+$635	﹤0.01%	1552
2025 Q4	$114	Sell	3 -51	-94%	-$2.26K	﹤0.01%	1548
2025 Q3	$2.65K	Sell	54 -268	-83%	-$17K	﹤0.01%	1095
2025 Q2	$23.2K	Buy	322 +290	+906%	+$18.5K	﹤0.01%	594
2025 Q1	$1.75K	Sell	32 -43	-57%	-$3.89K	﹤0.01%	1098
2024 Q4	$8.81K	Sell	75 -139	-65%	-$17.2K	﹤0.01%	768
2024 Q3	$23.5K	Hold	214	–	–	﹤0.01%	530
2024 Q2	$20.9K	Sell	214 -122	-36%	-$11K	﹤0.01%	524
2024 Q1	$29.4K	Buy	336 +222	+195%	+$16.8K	﹤0.01%	456
2023 Q4	$8.2K	Hold	114	–	–	﹤0.01%	663
2023 Q3	$8.91K	Buy	114 +50	+78%	+$4.04K	﹤0.01%	616
2023 Q2	$4.94K	Hold	64	–	–	﹤0.01%	708
2023 Q1	$3.9K	Hold	64	–	–	﹤0.01%	771
2022 Q4	$2.87K	Hold	64	–	–	﹤0.01%	758
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	746
2022 Q2	$3K	Buy	64 +5	+8%	+$274	﹤0.01%	741
2022 Q1	$4K	Buy	59 +20	+51%	+$1.45K	﹤0.01%	613
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	594
2021 Q3	$3K	Buy	+39	New	+$3.02K	﹤0.01%	610

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return