A detailed history of Morgan Rosel Wealth Management, LLC transactions in Victory Capital Holdings, Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 18,845 shares of VCTR stock, worth $1.24 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,845
Previous 24,192 22.1%
Holding current value
$1.24 Million
Previous $1.4 Million 14.3%
% of portfolio
0.34%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

SELL
$51.28 - $64.94 $274,194 - $347,234
-5,347 Reduced 22.1%
18,845 $1.2 Million
Q1 2025

Apr 25, 2025

BUY
$55.84 - $70.58 $86,775 - $109,681
1,554 Added 6.86%
24,192 $1.4 Million
Q4 2024

Feb 04, 2025

SELL
$54.76 - $72.24 $78,909 - $104,097
-1,441 Reduced 5.98%
22,638 $1.48 Million
Q3 2024

Oct 10, 2024

BUY
$45.29 - $55.5 $1.09 Million - $1.34 Million
24,079 New
24,079 $1.33 Million

Others Institutions Holding VCTR

About Victory Capital Holdings, Inc.


  • Ticker VCTR
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 68,448,496
  • Market Cap $4.52B
  • Description
  • Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment advisory, fund administration, fund compliance, fund transfer agent, and fund distribution services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, ...
More about VCTR
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