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

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 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 3,330 shares of VIG stock, worth $606,559. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,330
Previous 3,323 0.21%
Holding current value
$606,559
Previous $605,000 0.17%
% of portfolio
0.44%
Previous 0.41%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
7 Added 0.21%
3,330 $606,000
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
2,498
Shares Held
234M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email