Taylor & Morgan Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $158 Million
- Q3 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 4,695 shares of VIOO stock, worth $510,628. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,695
Previous 5,695
17.56%
Holding current value
$510,628
Previous $576,000
10.07%
% of portfolio
0.33%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding VIOO
# of Institutions
387Shares Held
13.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.04MShares$113 Million2.65% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$95.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY800KShares$87 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS621KShares$67.6 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$49.3 Million0.08% of portfolio