Bogart Wealth, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1715740 MCLEAN, VA

Position in BIV

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$353,484

+$65,173 QoQ

Shares Held

4,580

+23.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,484	4,580	+23.7%	Shares	Sole	2026-04-28
2025-12-31	$288,311	3,702	-3.4%	Shares	Sole	2026-01-30
2025-09-30	$299,162	3,831	+28.6%	Shares	Sole	2025-10-27
2025-06-30	$230,473	2,980	-35.7%	Shares	Sole	2025-07-30
2025-03-31	$354,825	4,634	-22.5%	Shares	Sole	2025-05-02
2024-12-31	$447,034	5,982	+16.9%	Shares	Sole	2025-01-30
2024-09-30	$401,019	5,117	-0.8%	Shares	Sole	2024-10-23
2024-06-30	$386,432	5,160	-13.6%	Shares	Sole	2024-07-31
2024-03-31	$450,364	5,973	+11.3%	Shares	Sole	2024-04-25
2023-12-31	$410,007	5,368	-77.9%	Shares	Sole	2024-02-07
2023-09-30	$1,754,312	24,261	-5.4%	Shares	Sole	2023-10-30
2023-06-30	$1,929,875	25,653	+2.9%	Shares	Sole	2023-07-31
2023-03-31	$1,912,284	24,919	+927.6%	Shares	Sole	2023-04-21
2022-12-31	$180,226	2,425	+122.1%	Shares	Sole	2023-02-06
2022-09-30	$80,240	1,092	+33.3%	Shares	Sole	2022-11-03
2022-06-30	$63,595	819	-34.6%	Shares	Sole	2022-07-22
2022-03-31	$102,538	1,252	+87.1%	Shares	Sole	2022-04-22
2021-12-31	$58,617	669	-15.1%	Shares	Sole	2022-01-19
2021-09-30	$70,478	788	0.0%	Shares	Sole	2021-10-15
2021-06-30	$70,888	788	0.0%	Shares	Sole	2021-08-06
2021-03-31	$69,919	788	-1.3%	Shares	Sole	2021-04-16
2020-12-31	$74,094	798	0.0%	Shares	Sole	2021-01-14
2020-09-30	$74,597	798	0.0%	Shares	Sole	2020-10-06
2020-06-30	$74,365	798	0.0%	Shares	Sole	2020-07-08
2020-03-31	$71,285	798	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.