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Bogart Wealth LLC’s Vital Farms VITL Stock Holding History

Bogart Wealth LLC’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-80
Closed -$1K – 1206
2022
Q3 		$1K Buy
+80
New +$954 ﹤0.01% 958
2021
Q4 		– Sell
-180
Closed -$3K – 824
2021
Q3 		$3K Hold
180
– – ﹤0.01% 613
2021
Q2 		$4K Hold
180
– – ﹤0.01% 554
2021
Q1 		$4K Buy
+180
New +$4.72K ﹤0.01% 511

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American Century Companies
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DCM
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Federated Hermes
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bogart Wealth LLC's VITL Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Vital Farms (VITL) in Q4 2022, closing a stake of 80 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in VITL in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 120 funds tracked by Wall St. Rank hold VITL as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Vital Farms position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 80 Vital Farms shares in Q4 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in Vital Farms in Q1 2021 and held it in 4 quarters.
  • Bogart Wealth LLC's Vital Farms position peaked at $4K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Vital Farms as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.