Taylor & Morgan Wealth Management, LLC VOE Holdings History
Taylor & Morgan Wealth Management, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 32,862.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $5.40 Mil. This investment constitutes 3.65% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 3 purchases of VOE, at an average price of $145.82, for a total of 51,132.00 shares. In addition, there have been 11 sales at an average price of $144.93 for 18,270.00 shares. Based on historical transaction data and VOE's current price of $167.16, Taylor & Morgan Wealth Management, LLC's estimated gain on his VOE holdings is $685,116.30, reflecting a 9.19% gain to date.
Taylor & Morgan Wealth Management, LLC VOE ($167.16) Holding Chart
Taylor & Morgan Wealth Management, LLC VOE ($167.16) 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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