Taylor & Morgan Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Taylor & Morgan Wealth Management, LLC
- $128 Million
- Q1 2025
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 3,056 shares of VIG stock, worth $556,650. This represents 0.44% of its overall portfolio holdings.
Number of Shares
3,056
Previous 3,330
8.23%
Holding current value
$556,650
Previous $606,000
8.25%
% of portfolio
0.44%
Previous 0.44%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio