Taylor & Morgan Wealth Management, LLC VHT Holdings History
Taylor & Morgan Wealth Management, LLC's Vanguard Health Care ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held - shares of Vanguard Health Care ETF(VHT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 5 purchases of VHT, at an average price of $259.03, for a total of 2,135.00 shares. In addition, there have been 7 sales at an average price of $243.22 for 2,135.00 shares. Based on historical transaction data and VHT's current price of $243.33, Taylor & Morgan Wealth Management, LLC's estimated gain on his VHT holdings is $-33,754.28, reflecting a -6.10% gain to date.
Taylor & Morgan Wealth Management, LLC VHT ($243.33) Holding Chart
Taylor & Morgan Wealth Management, LLC VHT ($243.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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