Taylor & Morgan Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,414 shares of VBR stock, worth $501,484. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,414
Previous 2,777 13.07%
Holding current value
$501,484
Previous $506,000 4.35%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Oct 24, 2024
SELL
$179.99 - $201.6 $65,336 - $73,180
-363 Reduced 13.07%
2,414 $484,000
Q2 2024

Jul 16, 2024
SELL
$177.65 - $191.11 $52,762 - $56,759
-297 Reduced 9.66%
2,777 $506,000
Q1 2024

Apr 15, 2024
SELL
$172.45 - $191.88 $52,252 - $58,139
-303 Reduced 8.97%
3,074 $589,000
Q4 2023

Jan 10, 2024
BUY
$149.18 - $181.94 $1,193 - $1,455
8 Added 0.24%
3,377 $607,000
Q3 2023

Oct 05, 2023
BUY
$157.33 - $174.39 $943 - $1,046
6 Added 0.18%
3,369 $537,000
Q2 2023

Jul 13, 2023
SELL
$150.74 - $165.4 $185,711 - $203,772
-1,232 Reduced 26.81%
3,363 $556,000
Q1 2023

Apr 06, 2023
SELL
$150.22 - $177.69 $45,066 - $53,307
-300 Reduced 6.13%
4,595 $729,000
Q4 2022

Jan 17, 2023
SELL
$147.25 - $169.54 $12,516 - $14,410
-85 Reduced 1.71%
4,895 $0
Q3 2022

Oct 12, 2022
SELL
$143.4 - $172.87 $255,538 - $308,054
-1,782 Reduced 26.35%
4,980 $714,000
Q2 2022

Jul 08, 2022
SELL
$146.67 - $178.24 $39,747 - $48,303
-271 Reduced 3.85%
6,762 $1.01 Million
Q1 2022

Apr 18, 2022
SELL
$165.62 - $182.58 $69,229 - $76,318
-418 Reduced 5.61%
7,033 $1.24 Million
Q4 2021

Jan 21, 2022
BUY
$168.72 - $185.72 $1.26 Million - $1.38 Million
7,451 New
7,451 $1.33 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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