Bogart Wealth LLC’s Veritex Holdings VBTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-53	Closed	-$1.78K	–	1683
2025 Q3	$1.78K	Hold	53	–	–	﹤0.01%	1180
2025 Q2	$1.38K	Hold	53	–	–	﹤0.01%	1167
2025 Q1	$1.32K	Sell	53 -93	-64%	-$2.4K	﹤0.01%	1140
2024 Q4	$3.96K	Buy	+146	New	+$4.12K	﹤0.01%	944

Other funds holding VBTX

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bogart Wealth LLC's VBTX Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 53 shares — an estimated $1.78K sold.

Bogart Wealth LLC first reported a position in VBTX in Q4 2024 and held it in 4 quarters. The position peaked at $3.96K in Q4 2024. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

Bogart Wealth LLC reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 53 Veritex Holdings shares in Q4 2025, an estimated $1.78K.
Bogart Wealth LLC first reported a position in Veritex Holdings in Q4 2024 and held it in 4 quarters.
Bogart Wealth LLC's Veritex Holdings position peaked at $3.96K in Q4 2024.
3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.