Taylor & Morgan Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Taylor & Morgan Wealth Management, LLC

$139 Million
Q2 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 3,318 shares of VIG stock, worth $604,373. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,318

Previous 2,955 12.28%

Holding current value

$604,373

Previous $539,000 12.24%

% of portfolio

0.43%

Previous 0.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$173.33 - $185.29 $62,918 - $67,260	363 Added 12.28%	3,318 $605,000
Q1 2024 Apr 15, 2024	SELL	$168.47 - $182.98 $26,955 - $29,276	-160 Reduced 5.14%	2,955 $539,000
Q4 2023 Jan 10, 2024	SELL	$150.16 - $171.16 $16,217 - $18,485	-108 Reduced 3.35%	3,115 $530,000
Q3 2023 Oct 05, 2023	BUY	$155.38 - $166.95 $25,326 - $27,212	163 Added 5.33%	3,223 $500,000
Q2 2023 Jul 13, 2023	SELL	$152.74 - $162.43 $16,037 - $17,055	-105 Reduced 3.32%	3,060 $497,000
Q1 2023 Apr 06, 2023	SELL	$147.24 - $158.33 $41,374 - $44,490	-281 Reduced 8.15%	3,165 $487,000
Q4 2022 Jan 17, 2023	SELL	$144.84 - $158.71 $7,966 - $8,729	-55 Reduced 1.57%	3,446 $0
Q3 2022 Oct 12, 2022	SELL	N/A	-183 Reduced 4.97%	3,501 $473,000
Q2 2022 Jul 08, 2022	BUY	N/A	4 Added 0.11%	3,684 $529,000
Q1 2022 Apr 18, 2022	SELL	N/A	-195 Reduced 5.03%	3,680 $597,000
Q4 2021 Jan 21, 2022	BUY	N/A	3,875 New	3,875 $666,000

Others Institutions Holding VIG

# of Institutions

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Taylor & Morgan Wealth Management, LLC Vanguard Dividend Appreciation Transaction History