Taylor & Morgan Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $139 Million
- Q2 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 2,777 shares of VBR stock, worth $550,873. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,777
Previous 3,074
9.66%
Holding current value
$550,873
Previous $589,000
14.09%
% of portfolio
0.36%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$730 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$467 Million0.5% of portfolio