Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $170 Million
- Q4 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 5,021 shares of VO stock, worth $1.44 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
5,021
Previous 5,021
-0.0%
Holding current value
$1.44 Million
Previous $1.47 Million
2.31%
% of portfolio
0.85%
Previous 0.93%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,518Shares Held
221MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio