Morgan Rosel Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 239,479 shares of VTI stock, worth $79 Million. This represents 21.48% of its overall portfolio holdings.

Number of Shares
239,479
Previous 238,298 0.5%
Holding current value
$79 Million
Previous $72.4 Million 8.51%
% of portfolio
21.48%
Previous 20.8%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$303.93 - $329.86 $358,941 - $389,564
1,181 Added 0.5%
239,479 $78.6 Million
Q2 2025

Jul 31, 2025
BUY
$243.75 - $303.93 $2.53 Million - $3.16 Million
10,388 Added 4.56%
238,298 $72.4 Million
Q1 2025

Apr 25, 2025
BUY
$271.18 - $303.12 $1.59 Million - $1.77 Million
5,847 Added 2.63%
227,910 $62.6 Million
Q4 2024

Feb 04, 2025
SELL
$280.04 - $302.45 $1.01 Million - $1.09 Million
-3,620 Reduced 1.6%
222,063 $64.4 Million
Q3 2024

Oct 10, 2024
SELL
$255.18 - $283.2 $435,592 - $483,422
-1,707 Reduced 0.75%
225,683 $63.9 Million
Q2 2024

Jul 15, 2024
BUY
$245.23 - $269.4 $321,986 - $353,722
1,313 Added 0.58%
227,390 $60.8 Million
Q1 2024

Apr 17, 2024
SELL
$232.77 - $260.14 $2.98 Million - $3.33 Million
-12,802 Reduced 5.36%
226,077 $58.8 Million
Q4 2023

Jan 19, 2024
BUY
$203.12 - $238.25 $4.66 Million - $5.46 Million
22,935 Added 10.62%
238,879 $56.7 Million
Q3 2023

Oct 27, 2023
SELL
$211.41 - $228.35 $468,907 - $506,480
-2,218 Reduced 1.02%
215,944 $45.9 Million
Q2 2023

Aug 04, 2023
BUY
$200.75 - $220.28 $1.36 Million - $1.49 Million
6,765 Added 3.2%
218,162 $48.1 Million
Q1 2023

Apr 12, 2023
BUY
$189.85 - $210.01 $3.34 Million - $3.7 Million
17,616 Added 9.09%
211,397 $43.1 Million
Q4 2022

Jan 19, 2023
BUY
$179.3 - $204.18 $1.65 Million - $1.87 Million
9,175 Added 4.97%
193,781 $0
Q3 2022

Oct 14, 2022
BUY
$179.47 - $216.24 $5.21 Million - $6.28 Million
29,040 Added 18.67%
184,606 $33.1 Million
Q2 2022

Jul 27, 2022
BUY
$183.02 - $230.52 $800,895 - $1.01 Million
4,376 Added 2.89%
155,566 $29.3 Million
Q1 2022

Apr 22, 2022
BUY
$209.9 - $242.97 $4.27 Million - $4.94 Million
20,350 Added 15.55%
151,190 $34.4 Million
Q4 2021

Jan 24, 2022
BUY
$221.73 - $242.96 $2.6 Million - $2.85 Million
11,746 Added 9.86%
130,840 $31.6 Million
Q3 2021

Oct 26, 2021
BUY
$219.23 - $234.37 $1.66 Million - $1.78 Million
7,593 Added 6.81%
119,094 $26.4 Million
Q2 2021

Jul 28, 2021
BUY
$209.28 - $222.82 $1.94 Million - $2.07 Million
9,283 Added 9.08%
111,501 $24.8 Million
Q1 2021

Apr 30, 2021
BUY
$191.87 - $208.85 $499,053 - $543,218
2,601 Added 2.61%
102,218 $21.1 Million
Q4 2020

Feb 11, 2021
BUY
$166.99 - $194.64 $968,875 - $1.13 Million
5,802 Added 6.18%
99,617 $19.4 Million
Q3 2020

Oct 13, 2020
SELL
$157.44 - $181.24 $42,351 - $48,753
-269 Reduced 0.29%
93,815 $16 Million
Q2 2020

Jul 13, 2020
SELL
$122.96 - $164.1 $666,197 - $889,093
-5,418 Reduced 5.45%
94,084 $14.7 Million
Q1 2020

Apr 17, 2020
SELL
$111.91 - $172.17 $333,379 - $512,894
-2,979 Reduced 2.91%
99,502 $12.8 Million
Q4 2019

Jan 14, 2020
BUY
$146.61 - $164.29 $210,971 - $236,413
1,439 Added 1.42%
102,481 $16.8 Million
Q3 2019

Oct 31, 2019
SELL
$150.3 - $153.62 $493,134 - $504,027
-3,281 Reduced 3.15%
101,042 $15.3 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-1,735 Reduced 1.64%
104,323 $15.7 Million
Q1 2019

Apr 09, 2019
BUY
N/A
9,052 Added 9.33%
106,058 $15.3 Million
Q4 2018

Feb 14, 2019
BUY
N/A
97,006 New
97,006 $12.4 Million

Others Institutions Holding VTI

# of Institutions
3,634
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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