Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 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 5,085 shares of VO stock, worth $1.31 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
5,085
Previous 5,115
0.59%
Holding current value
$1.31 Million
Previous $1.35 Million
0.44%
% of portfolio
0.97%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,308Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.76 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.48 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.26 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.08 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.97 Billion0.15% of portfolio