Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 38,868 shares of VOE stock, worth $5.81 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
38,868
Previous 41,251 5.78%
Holding current value
$5.81 Million
Previous $5.98 Million 1.3%
% of portfolio
4.49%
Previous 4.75%

Shares

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

Apr 15, 2024
SELL
$141.07 - $155.91 $336,169 - $371,533
-2,383 Reduced 5.78%
38,868 $6.06 Million
Q4 2023

Jan 10, 2024
SELL
$124.27 - $145.8 $225,177 - $264,189
-1,812 Reduced 4.21%
41,251 $5.98 Million
Q3 2023

Oct 05, 2023
SELL
$130.77 - $144.24 $101,739 - $112,218
-778 Reduced 1.77%
43,063 $5.64 Million
Q2 2023

Jul 13, 2023
SELL
$127.92 - $138.38 $883,287 - $955,513
-6,905 Reduced 13.61%
43,841 $6.07 Million
Q1 2023

Apr 06, 2023
BUY
$126.74 - $147.12 $33,459 - $38,839
264 Added 0.52%
50,746 $6.8 Million
Q4 2022

Jan 17, 2023
SELL
$132.21 - $142.75 $15,732 - $16,987
-119 Reduced 0.24%
50,482 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-267 Reduced 0.52%
50,601 $6.16 Million
Q2 2022

Jul 08, 2022
BUY
N/A
3,108 Added 6.51%
50,868 $6.59 Million
Q1 2022

Apr 18, 2022
BUY
N/A
3,506 Added 7.92%
47,760 $7.15 Million
Q4 2021

Jan 21, 2022
BUY
N/A
44,254 New
44,254 $6.65 Million

Others Institutions Holding VOE

# of Institutions
1,027
Shares Held
65.7M
Call Options Held
40.7K
Put Options Held
1.3K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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