Taylor & Morgan Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 710 shares of VTI stock, worth $211,580. This represents 0.15% of its overall portfolio holdings.

Number of Shares
710
Previous 739 3.92%
Holding current value
$211,580
Previous $209,000 1.91%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$280.04 - $302.45 $8,121 - $8,771
-29 Reduced 3.92%
710 $205,000
Q3 2024

Oct 24, 2024
BUY
$255.18 - $283.2 $188,578 - $209,284
739 New
739 $209,000
Q2 2022

Jul 08, 2022
BUY
$183.02 - $230.52 $214,316 - $269,938
1,171 New
1,171 $221,000
Q1 2022

Apr 18, 2022
SELL
$209.9 - $242.97 $189,959 - $219,887
-905 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$221.73 - $242.96 $200,665 - $219,878
905 New
905 $219,000

Others Institutions Holding VTI

# of Institutions
3,223
Shares Held
458M
Call Options Held
1.39M
Put Options Held
611K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email