Bogart Wealth, LLC VOO Holdings History
Bogart Wealth, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 243,415.00 shares of Vanguard S&P 500 ETF(VOO), totaling $125.09 Mil. This investment constitutes 5.9% of their stock portfolio, and Bogart Wealth, LLC now holds 0.02% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q2. And since then Bogart Wealth, LLC has made 20 purchases of VOO, at an average price of $303.69, for a total of 327,530.00 shares. In addition, there have been 8 sales at an average price of $292.46 for 84,115.00 shares. Based on historical transaction data and VOO's current price of $577.95, Bogart Wealth, LLC's estimated gain on his VOO holdings is $65.81 Mil, reflecting a 66.17% gain to date.
Bogart Wealth, LLC VOO ($577.95) Holding Chart
Bogart Wealth, LLC VOO ($577.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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