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

Morgan Rosel Wealth Management, LLC

$292 Million
Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 28,414 shares of VO stock, worth $7.68 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

28,414

Previous 27,700 2.58%

Holding current value

$7.68 Million

Previous $7.31 Million 2.68%

% of portfolio

2.57%

Previous 2.51%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$261.5 - $284.63 $186,711 - $203,225	714 Added 2.58%	28,414 $7.5 Million
Q3 2024 Oct 10, 2024	BUY	$237.84 - $263.83 $29,967 - $33,242	126 Added 0.46%	27,700 $7.31 Million
Q2 2024 Jul 15, 2024	BUY	$234.99 - $248.98 $273,998 - $290,310	1,166 Added 4.42%	27,574 $6.68 Million
Q1 2024 Apr 17, 2024	BUY	$225.86 - $249.86 $355,277 - $393,029	1,573 Added 6.33%	26,408 $6.6 Million
Q4 2023 Jan 19, 2024	SELL	$195.66 - $233.95 $53,610 - $64,102	-274 Reduced 1.09%	24,835 $5.78 Million
Q3 2023 Oct 27, 2023	BUY	$206.6 - $228.23 $108,465 - $119,820	525 Added 2.14%	25,109 $5.23 Million
Q2 2023 Aug 04, 2023	BUY	$203.43 - $220.16 $114,937 - $124,390	565 Added 2.35%	24,584 $5.41 Million
Q1 2023 Apr 12, 2023	BUY	$200.2 - $225.98 $1.92 Million - $2.16 Million	9,572 Added 66.26%	24,019 $5.07 Million
Q4 2022 Jan 19, 2023	BUY	$186.57 - $217.26 $78,919 - $91,900	423 Added 3.02%	14,447 $0
Q3 2022 Oct 14, 2022	SELL	$187.98 - $227.42 $786,320 - $951,297	-4,183 Reduced 22.97%	14,024 $2.64 Million
Q2 2022 Jul 27, 2022	BUY	$190.36 - $240.41 $458,767 - $579,388	2,410 Added 15.26%	18,207 $3.59 Million
Q1 2022 Apr 22, 2022	SELL	$219.86 - $253.39 $1.67 Million - $1.92 Million	-7,578 Reduced 32.42%	15,797 $3.76 Million
Q4 2021 Jan 24, 2022	BUY	$236.98 - $261.2 $86,971 - $95,860	367 Added 1.6%	23,375 $5.96 Million
Q3 2021 Oct 26, 2021	BUY	$229.88 - $249.8 $35,401 - $38,469	154 Added 0.67%	23,008 $5.45 Million
Q2 2021 Jul 28, 2021	BUY	$223.23 - $238.25 $154,028 - $164,392	690 Added 3.11%	22,854 $5.42 Million
Q1 2021 Apr 30, 2021	BUY	$203.74 - $225.89 $444,764 - $493,117	2,183 Added 10.93%	22,164 $4.91 Million
Q4 2020 Feb 11, 2021	BUY	$176.14 - $208.21 $100,399 - $118,679	570 Added 2.94%	19,981 $4.13 Million
Q3 2020 Oct 13, 2020	SELL	$164.39 - $185.0 $179,185 - $201,650	-1,090 Reduced 5.32%	19,411 $3.42 Million
Q2 2020 Jul 13, 2020	SELL	$124.34 - $175.42 $464,534 - $655,369	-3,736 Reduced 15.41%	20,501 $3.36 Million
Q1 2020 Apr 17, 2020	SELL	$112.37 - $186.27 $181,365 - $300,639	-1,614 Reduced 6.24%	24,237 $3.19 Million
Q4 2019 Jan 14, 2020	BUY	$162.13 - $178.73 $40,046 - $44,146	247 Added 0.96%	25,851 $4.61 Million
Q3 2019 Oct 31, 2019	SELL	$166.82 - $169.81 $120,944 - $123,112	-725 Reduced 2.75%	25,604 $4.29 Million
Q2 2019 Aug 06, 2019	BUY	N/A	71 Added 0.27%	26,329 $4.4 Million
Q1 2019 Apr 09, 2019	BUY	N/A	12,034 Added 84.6%	26,258 $4.22 Million
Q4 2018 Feb 14, 2019	BUY	N/A	14,224 New	14,224 $1.97 Million

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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