Morgan Rosel Wealth Management, LLC Vanguard Value ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $366 Million
  • Q3 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 1,252 shares of VTV stock, worth $235,350. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,252
Previous 1,167 7.28%
Holding current value
$235,350
Previous $206,000 13.11%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 24, 2025
BUY
$175.51 - $186.57 $14,918 - $15,858
85 Added 7.28%
1,252 $233,000
Q1 2025

Apr 25, 2025
BUY
$167.73 - $179.21 $195,740 - $209,138
1,167 New
1,167 $201,000
Q3 2024

Oct 10, 2024
BUY
$159.75 - $174.57 $186,428 - $203,723
1,167 New
1,167 $203,000

Others Institutions Holding VTV

# of Institutions
2,702
Shares Held
565M
Call Options Held
211K
Put Options Held
60.3K
View Full List

About VANGUARD VALUE ETF

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