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

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 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 3,323 shares of VIG stock, worth $605,284. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,323
Previous 3,318 0.15%
Holding current value
$605,284
Previous $605,000 -0.0%
% of portfolio
0.41%
Previous 0.43%

Shares

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

Oct 24, 2024
BUY
$182.15 - $182.15 $910 - $910
5 Added 0.15%
3,323 $605,000
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
2,229
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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