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

Morgan Rosel Wealth Management, LLC

  • $268 Million
  • Q1 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 26,408 shares of VO stock, worth $6.37 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
26,408
Previous 24,835 6.33%
Holding current value
$6.37 Million
Previous $5.78 Million 14.21%
% of portfolio
2.46%
Previous 2.26%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$199.06 - $217.26 $84,202 - $91,900
423 Added 3.02%
14,447 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-4,183 Reduced 22.97%
14,024 $2.64 Million
Q2 2022

Jul 27, 2022
BUY
N/A
2,410 Added 15.26%
18,207 $3.59 Million
Q1 2022

Apr 22, 2022
SELL
N/A
-7,578 Reduced 32.42%
15,797 $3.76 Million
Q4 2021

Jan 24, 2022
BUY
N/A
367 Added 1.6%
23,375 $5.96 Million
Q3 2021

Oct 26, 2021
BUY
N/A
154 Added 0.67%
23,008 $5.45 Million
Q2 2021

Jul 28, 2021
BUY
N/A
690 Added 3.11%
22,854 $5.42 Million
Q1 2021

Apr 30, 2021
BUY
N/A
2,183 Added 10.93%
22,164 $4.91 Million
Q4 2020

Feb 11, 2021
BUY
N/A
570 Added 2.94%
19,981 $4.13 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-1,090 Reduced 5.32%
19,411 $3.42 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-3,736 Reduced 15.41%
20,501 $3.36 Million
Q1 2020

Apr 17, 2020
SELL
N/A
-1,614 Reduced 6.24%
24,237 $3.19 Million
Q4 2019

Jan 14, 2020
BUY
N/A
247 Added 0.96%
25,851 $4.61 Million
Q3 2019

Oct 31, 2019
SELL
N/A
-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
1,959
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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