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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$179.99 - $196.57 $27,538 - $30,075	-153 Reduced 1.03%	14,649 $0

Q3 2022 Oct 12, 2022	BUY	N/A	500 Added 3.5%	14,802 $2.53 Million
Q2 2022 Jul 08, 2022	BUY	N/A	1 Added 0.01%	14,302 $2.52 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-276 Reduced 1.89%	14,301 $3.04 Million
Q4 2021 Jan 21, 2022	BUY	N/A	14,577 New	14,577 $3.3 Million

Others Institutions Holding VB

# of Institutions

1,970

Shares Held

144M

Call Options Held

176K

Put Options Held

90.8K

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