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 $479,975. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,414
Previous 2,777
13.07%
Holding current value
$479,975
Previous $506,000
4.35%
% of portfolio
0.33%
Previous 0.36%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,502Shares Held
90MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.34 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$771 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$762 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$759 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$468 Million0.5% of portfolio