Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 5,115 shares of VO stock, worth $1.37 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
5,115
Previous 5,115
-0.0%
Holding current value
$1.37 Million
Previous $1.24 Million
8.97%
% of portfolio
0.92%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio