Taylor & Morgan Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Taylor & Morgan Wealth Management, LLC

$138 Million
Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 5,538 shares of VYM stock, worth $740,818. This represents 0.51% of its overall portfolio holdings.

Number of Shares

5,538

Previous 5,645 1.9%

Holding current value

$740,818

Previous $723,000 2.35%

% of portfolio

0.51%

Previous 0.49%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$126.68 - $134.74 $13,554 - $14,417	-107 Reduced 1.9%	5,538 $706,000
Q3 2024 Oct 24, 2024	BUY	$117.9 - $128.2 $3,419 - $3,717	29 Added 0.52%	5,645 $723,000
Q2 2024 Jul 16, 2024	BUY	$114.71 - $121.51 $15,715 - $16,646	137 Added 2.5%	5,616 $666,000
Q1 2024 Apr 15, 2024	BUY	$109.98 - $120.99 $2,859 - $3,145	26 Added 0.48%	5,479 $662,000
Q4 2023 Jan 10, 2024	SELL	$98.71 - $111.84 $22,999 - $26,058	-233 Reduced 4.1%	5,453 $608,000
Q3 2023 Oct 05, 2023	SELL	$103.32 - $110.34 $38,021 - $40,605	-368 Reduced 6.08%	5,686 $587,000
Q2 2023 Jul 13, 2023	SELL	$101.36 - $107.68 $848,079 - $900,958	-8,367 Reduced 58.02%	6,054 $642,000
Q1 2023 Apr 06, 2023	SELL	$100.82 - $111.44 $39,823 - $44,018	-395 Reduced 2.67%	14,421 $1.52 Million
Q4 2022 Jan 17, 2023	BUY	$96.14 - $113.15 $10,863 - $12,785	113 Added 0.77%	14,816 $0
Q3 2022 Oct 12, 2022	BUY	$94.88 - $110.28 $366,806 - $426,342	3,866 Added 35.67%	14,703 $1.4 Million
Q2 2022 Jul 08, 2022	BUY	$99.2 - $114.57 $254,547 - $293,986	2,566 Added 31.02%	10,837 $1.1 Million
Q1 2022 Apr 18, 2022	BUY	$107.24 - $115.01 $199,573 - $214,033	1,861 Added 29.03%	8,271 $928,000
Q4 2021 Jan 21, 2022	BUY	$104.33 - $112.16 $668,755 - $718,945	6,410 New	6,410 $719,000

Others Institutions Holding VYM

# of Institutions

1,914

Shares Held

195M

Call Options Held

1.72M

Put Options Held

312K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Taylor & Morgan Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History