Morgan Rosel Wealth Management, LLC Vanguard Growth ETF Transaction History
Morgan Rosel Wealth Management, LLC
- $366 Million
- Q3 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 535 shares of VUG stock, worth $257,896. This represents 0.07% of its overall portfolio holdings.
Number of Shares
535
Previous 535
-0.0%
Holding current value
$257,896
Previous $234,000
9.4%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,840Shares Held
284MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio