Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Taylor & Morgan Wealth Management, LLC

$146 Million
Q3 2024

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 36,988 shares of VOE stock, worth $6.05 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

36,988

Previous 37,357 0.99%

Holding current value

$6.05 Million

Previous $5.62 Million 10.36%

% of portfolio

4.25%

Previous 4.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$149.02 - $167.67 $54,988 - $61,870	-369 Reduced 0.99%	36,988 $6.2 Million
Q2 2024 Jul 16, 2024	SELL	$146.82 - $155.77 $221,845 - $235,368	-1,511 Reduced 3.89%	37,357 $5.62 Million
Q1 2024 Apr 15, 2024	SELL	$141.07 - $155.91 $336,169 - $371,533	-2,383 Reduced 5.78%	38,868 $6.06 Million
Q4 2023 Jan 10, 2024	SELL	$124.27 - $145.8 $225,177 - $264,189	-1,812 Reduced 4.21%	41,251 $5.98 Million
Q3 2023 Oct 05, 2023	SELL	$130.77 - $144.24 $101,739 - $112,218	-778 Reduced 1.77%	43,063 $5.64 Million
Q2 2023 Jul 13, 2023	SELL	$127.92 - $138.38 $883,287 - $955,513	-6,905 Reduced 13.61%	43,841 $6.07 Million
Q1 2023 Apr 06, 2023	BUY	$126.74 - $147.12 $33,459 - $38,839	264 Added 0.52%	50,746 $6.8 Million
Q4 2022 Jan 17, 2023	SELL	$122.51 - $142.75 $14,578 - $16,987	-119 Reduced 0.24%	50,482 $0
Q3 2022 Oct 12, 2022	SELL	$121.77 - $145.8 $32,512 - $38,928	-267 Reduced 0.52%	50,601 $6.16 Million
Q2 2022 Jul 08, 2022	BUY	$126.2 - $153.17 $392,229 - $476,052	3,108 Added 6.51%	50,868 $6.59 Million
Q1 2022 Apr 18, 2022	BUY	$140.72 - $152.6 $493,364 - $535,015	3,506 Added 7.92%	47,760 $7.15 Million
Q4 2021 Jan 21, 2022	BUY	$140.47 - $150.69 $6.22 Million - $6.67 Million	44,254 New	44,254 $6.65 Million

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Taylor & Morgan Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History