Taylor & Morgan Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 655 shares of VOO stock, worth $362,431. This represents 0.25% of its overall portfolio holdings.

Number of Shares

655

Previous 603 8.62%

Holding current value

$362,431

Previous $318,000 10.69%

% of portfolio

0.25%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$521.84 - $558.82 $27,135 - $29,058	52 Added 8.62%	655 $352,000
Q3 2024 Oct 24, 2024	SELL	$475.2 - $527.7 $17,582 - $19,524	-37 Reduced 5.78%	603 $318,000
Q2 2024 Jul 16, 2024	SELL	$455.1 - $504.28 $34,132 - $37,821	-75 Reduced 10.49%	640 $320,000
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $67,420 - $75,571	157 Added 28.14%	715 $343,000
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $210,544 - $244,510	558 New	558 $243,000

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Taylor & Morgan Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History