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

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 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 5,645 shares of VYM stock, worth $717,592. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,645
Previous 5,616 0.52%
Holding current value
$717,592
Previous $666,000 8.56%
% of portfolio
0.49%
Previous 0.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,798
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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