Taylor & Morgan Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 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 2,345 shares of VBR stock, worth $474,041. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,345
Previous 2,414
2.86%
Holding current value
$474,041
Previous $484,000
4.13%
% of portfolio
0.34%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,694Shares Held
100MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.73 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$890 Million4.76% of portfolio
-
Assetmark, Inc4MShares$808 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$717 Million1.69% of portfolio