Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $135 Million
- Q1 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 5,157 shares of VO stock, worth $1.25 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
5,157
Previous 5,157
-0.0%
Holding current value
$1.25 Million
Previous $1.2 Million
7.42%
% of portfolio
0.95%
Previous 0.95%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
1,960Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio