Taylor & Morgan Wealth Management, LLC Vanguard Growth ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 873 shares of VUG stock, worth $371,513. This represents 0.23% of its overall portfolio holdings.
Number of Shares
873
Previous 872
0.11%
Holding current value
$371,513
Previous $326,000
2.76%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.6 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.85 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.88 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.52 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.44 Billion6.36% of portfolio