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Bogart Wealth LLC’s Veeva Systems VEEV Stock Holding History

Bogart Wealth LLC’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.04M Buy
34,401
+1,366
+4% +$268K 0.23% 91
2025
Q4 		$7.37M Buy
33,035
+32,936
+33,269% +$8.74M 0.3% 82
2025
Q3 		$29.5K Buy
99
+4
+4% +$1.13K ﹤0.01% 562
2025
Q2 		$27.4K Buy
95
+3
+3% +$744 ﹤0.01% 568
2025
Q1 		$21.3K Sell
92
-9
-9% -$2.06K ﹤0.01% 573
2024
Q4 		$21.2K Buy
101
+11
+12% +$2.42K ﹤0.01% 572
2024
Q3 		$18.9K Hold
90
– – ﹤0.01% 568
2024
Q2 		$16.5K Hold
90
– – ﹤0.01% 565
2024
Q1 		$20.9K Hold
90
– – ﹤0.01% 506
2023
Q4 		$17.3K Hold
90
– – ﹤0.01% 531
2023
Q3 		$18.3K Hold
90
– – ﹤0.01% 491
2023
Q2 		$17.8K Hold
90
– – ﹤0.01% 484
2023
Q1 		$16.5K Buy
90
+74
+463% +$12.6K ﹤0.01% 490
2022
Q4 		$2.58K Hold
16
– – ﹤0.01% 771
2022
Q3 		$3K Hold
16
– – ﹤0.01% 797
2022
Q2 		$3K Hold
16
– – ﹤0.01% 744
2022
Q1 		$3K Hold
16
– – ﹤0.01% 648
2021
Q4 		$4K Hold
16
– – ﹤0.01% 598
2021
Q3 		$5K Buy
+16
New +$5.08K ﹤0.01% 550

Other funds holding VEEV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return