Taylor & Morgan Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $135 Million
- Q1 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 14,637 shares of VB stock, worth $3.18 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
14,637
Previous 14,637
-0.0%
Holding current value
$3.18 Million
Previous $3.12 Million
7.14%
% of portfolio
2.48%
Previous 2.48%
Shares
9 transactions
Others Institutions Holding VB
# of Institutions
1,970Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.24 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA4.38MShares$954 Million0.24% of portfolio