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

Taylor & Morgan Wealth Management, LLC

$128 Million
Q1 2025

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 13,970 shares of VB stock, worth $2.9 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

13,970

Previous 14,382 2.86%

Holding current value

$2.9 Million

Previous $3.46 Million 10.39%

% of portfolio

2.42%

Previous 2.5%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$217.89 - $252.64 $89,770 - $104,087	-412 Reduced 2.86%	13,970 $3.1 Million
Q4 2024 Jan 15, 2025	SELL	$233.76 - $261.58 $22,674 - $25,373	-97 Reduced 0.67%	14,382 $3.46 Million
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

2,346

Shares Held

161M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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