Taylor & Morgan Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 14,479 shares of VB stock, worth $3.55 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
14,479
Previous 14,576 0.67%
Holding current value
$3.55 Million
Previous $3.18 Million 8.06%
% of portfolio
2.35%
Previous 2.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$214.77 - $237.72 $20,832 - $23,058
-97 Reduced 0.67%
14,479 $3.43 Million
Q2 2024

Jul 16, 2024
SELL
$210.76 - $226.94 $12,856 - $13,843
-61 Reduced 0.42%
14,576 $3.18 Million
Q4 2023

Jan 10, 2024
BUY
$175.26 - $215.9 $202,074 - $248,932
1,153 Added 8.55%
14,637 $3.12 Million
Q3 2023

Oct 05, 2023
SELL
$186.24 - $208.75 $267,999 - $300,391
-1,439 Reduced 9.64%
13,484 $2.55 Million
Q2 2023

Jul 13, 2023
BUY
$181.26 - $198.89 $48,396 - $53,103
267 Added 1.82%
14,923 $2.97 Million
Q1 2023

Apr 06, 2023
BUY
$179.51 - $208.76 $1,256 - $1,461
7 Added 0.05%
14,656 $2.78 Million
Q4 2022

Jan 17, 2023
SELL
$172.82 - $196.57 $26,441 - $30,075
-153 Reduced 1.03%
14,649 $0
Q3 2022

Oct 12, 2022
BUY
$170.45 - $206.62 $85,225 - $103,310
500 Added 3.5%
14,802 $2.53 Million
Q2 2022

Jul 08, 2022
BUY
$170.7 - $214.67 $170 - $214
1 Added 0.01%
14,302 $2.52 Million
Q1 2022

Apr 18, 2022
SELL
$198.73 - $227.97 $54,849 - $62,919
-276 Reduced 1.89%
14,301 $3.04 Million
Q4 2021

Jan 21, 2022
BUY
$215.13 - $239.37 $3.14 Million - $3.49 Million
14,577 New
14,577 $3.3 Million

Others Institutions Holding VB

# of Institutions
2,109
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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