Morgan Rosel Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 3,418 shares of VB stock, worth $860,686. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,418
Previous 6,000 43.03%
Holding current value
$860,686
Previous $1.31 Million 38.07%
% of portfolio
0.28%
Previous 0.48%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$214.77 - $237.72 $554,536 - $613,793
-2,582 Reduced 43.03%
3,418 $810,000
Q2 2024

Jul 15, 2024
SELL
$210.76 - $226.94 $26,345 - $28,367
-125 Reduced 2.04%
6,000 $1.31 Million
Q1 2024

Apr 17, 2024
BUY
$204.0 - $228.59 $468,180 - $524,614
2,295 Added 59.92%
6,125 $1.4 Million
Q4 2023

Jan 19, 2024
BUY
$175.26 - $215.9 $113,393 - $139,687
647 Added 20.33%
3,830 $817,000
Q3 2023

Oct 27, 2023
BUY
$186.24 - $208.75 $11,174 - $12,525
60 Added 1.92%
3,183 $601,000
Q2 2023

Aug 04, 2023
SELL
$181.26 - $198.89 $24,832 - $27,247
-137 Reduced 4.2%
3,123 $621,000
Q1 2023

Apr 12, 2023
BUY
$179.51 - $208.76 $219,361 - $255,104
1,222 Added 59.96%
3,260 $617,000
Q4 2022

Jan 19, 2023
BUY
$172.82 - $196.57 $50,290 - $57,201
291 Added 16.66%
2,038 $0
Q3 2022

Oct 14, 2022
BUY
$170.45 - $206.62 $297,776 - $360,965
1,747 New
1,747 $299,000
Q2 2022

Jul 27, 2022
SELL
$170.7 - $214.67 $256,049 - $322,005
-1,500 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$198.73 - $227.97 $298,095 - $341,955
1,500 New
1,500 $319,000

Others Institutions Holding VB

# of Institutions
2,144
Shares Held
151M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel 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 Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email