Taylor & Morgan Wealth Management, LLC Vanguard Growth ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 861 shares of VUG stock, worth $360,199. This represents 0.26% of its overall portfolio holdings.
Number of Shares
861
Previous 873
1.37%
Holding current value
$360,199
Previous $335,000
5.37%
% of portfolio
0.26%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,470Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.68 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.78 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.38 Billion6.36% of portfolio