Bogart Wealth LLC’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Hold |
1,656
| – | – | 0.02% | 165 |
|
|
2025
Q1 | $426K | Hold |
1,656
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $447K | Hold |
1,656
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $436K | Hold |
1,656
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $413K | Hold |
1,656
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $397K | Hold |
1,656
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $361K | Hold |
1,656
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $324K | Hold |
1,656
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $336K | Hold |
1,656
| – | – | 0.02% | 163 |
|
|
2023
Q1 | $309K | Buy |
1,656
+288
| +21% | +$53.8K | 0.02% | 158 |
|
|
2022
Q4 | $238K | Buy |
1,368
+549
| +67% | +$95.6K | 0.02% | 169 |
|
|
2022
Q3 | $134K | Buy |
+819
| New | +$134K | 0.01% | 194 |
|