Bogart Wealth LLC’s Universal Corp UVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.8K	Hold	300	–	–	﹤0.01%	782
2025 Q4	$15.8K	Hold	300	–	–	﹤0.01%	737
2025 Q3	$16.8K	Hold	300	–	–	﹤0.01%	709
2025 Q2	$17.5K	Hold	300	–	–	﹤0.01%	665
2025 Q1	$16.8K	Hold	300	–	–	﹤0.01%	626
2024 Q4	$16.5K	Hold	300	–	–	﹤0.01%	626
2024 Q3	$15.9K	Hold	300	–	–	﹤0.01%	589
2024 Q2	$14.5K	Hold	300	–	–	﹤0.01%	594
2024 Q1	$15.5K	Hold	300	–	–	﹤0.01%	561
2023 Q4	$20.2K	Hold	300	–	–	﹤0.01%	504
2023 Q3	$14.2K	Hold	300	–	–	﹤0.01%	533
2023 Q2	$15K	Hold	300	–	–	﹤0.01%	514
2023 Q1	$15.9K	Hold	300	–	–	﹤0.01%	500
2022 Q4	$15.8K	Hold	300	–	–	﹤0.01%	468
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	492
2022 Q2	$18K	Buy	+300	New	+$17.9K	﹤0.01%	435

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return