Taylor & Morgan Wealth Management, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $135 Million
  • Q1 2024

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 5,995 shares of VIOO stock, worth $586,490. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,995
Previous 6,201 3.32%
Holding current value
$586,490
Previous $615,000 1.14%
% of portfolio
0.45%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$93.69 - $101.5 $19,300 - $20,909
-206 Reduced 3.32%
5,995 $608,000
Q4 2023

Jan 10, 2024
BUY
$81.22 - $100.75 $45,564 - $56,520
561 Added 9.95%
6,201 $615,000
Q1 2023

Apr 06, 2023
BUY
$84.73 - $197.41 $238,938 - $556,696
2,820 Added 100.0%
5,640 $500,000
Q4 2022

Jan 17, 2023
SELL
$170.42 - $189.04 $134,631 - $149,341
-790 Reduced 21.88%
2,820 $0
Q3 2022

Oct 12, 2022
BUY
N/A
3,610 New
3,610 $583,000

Others Institutions Holding VIOO

# of Institutions
293
Shares Held
12.6M
Call Options Held
4.3K
Put Options Held
2.1K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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