Taylor & Morgan Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Taylor & Morgan Wealth Management, LLC

$170 Million
Q4 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,321 shares of VBR stock, worth $476,872. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,321

Previous 2,305 0.69%

Holding current value

$476,872

Previous $481,000 1.04%

% of portfolio

0.28%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$201.42 - $211.15 $3,222 - $3,378	16 Added 0.69%	2,321 $476,000
Q3 2025 Oct 14, 2025	BUY	$195.41 - $212.37 $781 - $849	4 Added 0.17%	2,305 $481,000
Q1 2025 Apr 08, 2025	SELL	$183.02 - $207.75 $8,052 - $9,141	-44 Reduced 1.88%	2,301 $427,000
Q4 2024 Jan 15, 2025	SELL	$197.36 - $217.3 $13,617 - $14,993	-69 Reduced 2.86%	2,345 $464,000
Q3 2024 Oct 24, 2024	SELL	$179.99 - $201.6 $65,336 - $73,180	-363 Reduced 13.07%	2,414 $484,000

Q2 2024 Jul 16, 2024	SELL	$177.65 - $191.11 $52,762 - $56,759	-297 Reduced 9.66%	2,777 $506,000
Q1 2024 Apr 15, 2024	SELL	$172.45 - $191.88 $52,252 - $58,139	-303 Reduced 8.97%	3,074 $589,000
Q4 2023 Jan 10, 2024	BUY	$149.18 - $181.94 $1,193 - $1,455	8 Added 0.24%	3,377 $607,000
Q3 2023 Oct 05, 2023	BUY	$157.33 - $174.39 $943 - $1,046	6 Added 0.18%	3,369 $537,000
Q2 2023 Jul 13, 2023	SELL	$150.74 - $165.4 $185,711 - $203,772	-1,232 Reduced 26.81%	3,363 $556,000
Q1 2023 Apr 06, 2023	SELL	$150.22 - $177.69 $45,066 - $53,307	-300 Reduced 6.13%	4,595 $729,000
Q4 2022 Jan 17, 2023	SELL	$147.25 - $169.54 $12,516 - $14,410	-85 Reduced 1.71%	4,895 $0
Q3 2022 Oct 12, 2022	SELL	$143.4 - $172.87 $255,538 - $308,054	-1,782 Reduced 26.35%	4,980 $714,000
Q2 2022 Jul 08, 2022	SELL	$146.67 - $178.24 $39,747 - $48,303	-271 Reduced 3.85%	6,762 $1.01 Million
Q1 2022 Apr 18, 2022	SELL	$165.62 - $182.58 $69,229 - $76,318	-418 Reduced 5.61%	7,033 $1.24 Million
Q4 2021 Jan 21, 2022	BUY	$168.72 - $185.72 $1.26 Million - $1.38 Million	7,451 New	7,451 $1.33 Million

Others Institutions Holding VBR

# of Institutions

1,808

Shares Held

91.8M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Taylor & Morgan Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History