Bogart Wealth LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $277K | Buy |
915
+45
| +5% | +$12.9K | 0.01% | 239 |
|
|
2026
Q1 | $228K | Sell |
870
-273
| -24% | -$73.9K | 0.01% | 237 |
|
|
2025
Q4 | $295K | Sell |
1,143
-141
| -11% | -$36.1K | 0.01% | 213 |
|
|
2025
Q3 | $326K | Buy |
1,284
+22
| +2% | +$5.46K | 0.01% | 195 |
|
|
2025
Q2 | $299K | Sell |
1,262
-91
| -7% | -$20.3K | 0.01% | 197 |
|
|
2025
Q1 | $300K | Sell |
1,353
-612
| -31% | -$146K | 0.01% | 193 |
|
|
2024
Q4 | $472K | Buy |
1,965
+24
| +1% | +$5.91K | 0.02% | 157 |
|
|
2024
Q3 | $460K | Buy |
1,941
+11
| +0.6% | +$2.5K | 0.02% | 158 |
|
|
2024
Q2 | $421K | Sell |
1,930
-311
| -14% | -$68.3K | 0.02% | 157 |
|
|
2024
Q1 | $512K | Buy |
2,241
+35
| +2% | +$7.53K | 0.03% | 139 |
|
|
2023
Q4 | $471K | Sell |
2,206
-282
| -11% | -$54.3K | 0.03% | 146 |
|
|
2023
Q3 | $470K | Buy |
2,488
+234
| +10% | +$46.6K | 0.03% | 145 |
|
|
2023
Q2 | $448K | Sell |
2,254
-284
| -11% | -$53.7K | 0.03% | 148 |
|
|
2023
Q1 | $481K | Buy |
2,538
+12
| +0.5% | +$2.33K | 0.03% | 135 |
|
|
2022
Q4 | $464K | Sell |
2,526
-42
| -2% | -$7.78K | 0.03% | 139 |
|
|
2022
Q3 | $439K | Buy |
2,568
+700
| +37% | +$132K | 0.04% | 130 |
|
|
2022
Q2 | $329K | Buy |
1,868
+725
| +63% | +$140K | 0.03% | 137 |
|
|
2022
Q1 | $243K | Buy |
1,143
+682
| +148% | +$144K | 0.02% | 148 |
|
|
2021
Q4 | $104K | Sell |
461
-26
| -5% | -$5.91K | 0.01% | 196 |
|
|
2021
Q3 | $106K | Buy |
487
+1
| +0.2% | +$222 | 0.01% | 181 |
|
|
2021
Q2 | $110K | Buy |
486
+20
| +4% | +$4.43K | 0.01% | 172 |
|
|
2021
Q1 | $100K | Buy |
466
+209
| +81% | +$44K | 0.01% | 169 |
|
|
2020
Q4 | $50K | Hold |
257
| – | – | 0.01% | 199 |
|
|
2020
Q3 | $39K | Sell |
257
-3,483
| -93% | -$535K | 0.01% | 209 |
|
|
2020
Q2 | $545K | Sell |
3,740
-3,685
| -50% | -$495K | 0.13% | 91 |
|
|
2020
Q1 | $857K | Buy |
7,425
+6,931
| +1,403% | +$1.04M | 0.23% | 56 |
|
|
2019
Q4 | $82K | Hold |
494
| – | – | 0.03% | 151 |
|
|
2019
Q3 | $76K | Hold |
494
| – | – | 0.04% | 134 |
|
|
2019
Q2 | $77K | Hold |
494
| – | – | 0.05% | 123 |
|
|
2019
Q1 | $75K | Hold |
494
| – | – | 0.04% | 119 |
|
|
2018
Q4 | $65K | Hold |
494
| – | – | 0.03% | 122 |
|
|
2018
Q3 | $80K | Hold |
494
| – | – | 0.05% | 114 |
|
|
2018
Q2 | $76K | Hold |
494
| – | – | 0.05% | 118 |
|
|
2018
Q1 | $73K | Hold |
494
| – | – | 0.04% | 115 |
|
|
2017
Q4 | $73K | Sell |
494
-426
| -46% | -$61.6K | 0.05% | 108 |
|
|
2017
Q3 | $131K | Sell |
920
-64,986
| -99% | -$8.86M | 0.1% | 74 |
|
|
2017
Q2 | $8.93M | Buy |
+65,906
| New | +$8.83M | 5.73% | 8 |
|
Other funds holding VB
Bogart Wealth LLC's VB Position: Q2 2026 in Review
Bogart Wealth LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.2% in Q2 2026, buying an estimated $12.9K and bringing the position to 915 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #239.
Bogart Wealth LLC first reported a position in VB in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.93M in Q2 2017. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Bogart Wealth LLC held 915 shares of Vanguard Morningstar Small-Cap ETF worth $277K as of Q2 2026.
- Bogart Wealth LLC bought 45 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
- Vanguard Morningstar Small-Cap ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #239 holding.
- Bogart Wealth LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2017 and has held it in 37 quarters since.
- Bogart Wealth LLC's Vanguard Morningstar Small-Cap ETF position peaked at $8.93M in Q2 2017.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.