Taylor & Morgan Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Taylor & Morgan Wealth Management, LLC

$128 Million
Q1 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 5,374 shares of VYM stock, worth $649,394. This represents 0.54% of its overall portfolio holdings.

Number of Shares

5,374

Previous 5,538 2.96%

Holding current value

$649,394

Previous $706,000 2.97%

% of portfolio

0.54%

Previous 0.51%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$126.11 - $135.06 $20,682 - $22,149	-164 Reduced 2.96%	5,374 $685,000
Q4 2024 Jan 15, 2025	SELL	$126.68 - $134.74 $13,554 - $14,417	-107 Reduced 1.9%	5,538 $706,000
Q3 2024 Oct 24, 2024	BUY	$117.9 - $128.2 $3,419 - $3,717	29 Added 0.52%	5,645 $723,000
Q2 2024 Jul 16, 2024	BUY	$114.71 - $121.51 $15,715 - $16,646	137 Added 2.5%	5,616 $666,000
Q1 2024 Apr 15, 2024	BUY	$109.98 - $120.99 $2,859 - $3,145	26 Added 0.48%	5,479 $662,000
Q4 2023 Jan 10, 2024	SELL	$98.71 - $111.84 $22,999 - $26,058	-233 Reduced 4.1%	5,453 $608,000
Q3 2023 Oct 05, 2023	SELL	$103.32 - $110.34 $38,021 - $40,605	-368 Reduced 6.08%	5,686 $587,000
Q2 2023 Jul 13, 2023	SELL	$101.36 - $107.68 $848,079 - $900,958	-8,367 Reduced 58.02%	6,054 $642,000
Q1 2023 Apr 06, 2023	SELL	$100.82 - $111.44 $39,823 - $44,018	-395 Reduced 2.67%	14,421 $1.52 Million
Q4 2022 Jan 17, 2023	BUY	$96.14 - $113.15 $10,863 - $12,785	113 Added 0.77%	14,816 $0
Q3 2022 Oct 12, 2022	BUY	$94.88 - $110.28 $366,806 - $426,342	3,866 Added 35.67%	14,703 $1.4 Million
Q2 2022 Jul 08, 2022	BUY	$99.2 - $114.57 $254,547 - $293,986	2,566 Added 31.02%	10,837 $1.1 Million
Q1 2022 Apr 18, 2022	BUY	$107.24 - $115.01 $199,573 - $214,033	1,861 Added 29.03%	8,271 $928,000
Q4 2021 Jan 21, 2022	BUY	$104.33 - $112.16 $668,755 - $718,945	6,410 New	6,410 $719,000

Others Institutions Holding VYM

# of Institutions

1,967

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

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.

Account

Taylor & Morgan Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History