Morgan Rosel Wealth Management, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 32,849 shares of VBR stock, worth $6.74 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
32,849
Previous 32,845
0.01%
Holding current value
$6.74 Million
Previous $5.99 Million
10.03%
% of portfolio
2.27%
Previous 2.21%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,584Shares Held
92.8MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$770 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio