Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Taylor & Morgan Wealth Management, LLC
- $158 Million
- Q3 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 32,636 shares of VOE stock, worth $5.67 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
32,636
Previous 32,862
0.69%
Holding current value
$5.67 Million
Previous $5.4 Million
5.42%
% of portfolio
3.61%
Previous 3.77%
Shares
16 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio