Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Taylor & Morgan Wealth Management, LLC
- $143 Million
- Q2 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 1,086 shares of VOT stock, worth $321,401. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,086
Previous 1,136
4.4%
Holding current value
$321,401
Previous $277,000
11.19%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,123Shares Held
40MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$918 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$845 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$727 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$624 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$592 Million0.04% of portfolio