Morgan Rosel Wealth Management, LLC Vanguard Growth ETF Transaction History
Morgan Rosel Wealth Management, LLC
- $291 Million
- Q3 2024
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 566 shares of VUG stock, worth $229,637. This represents 0.07% of its overall portfolio holdings.
Number of Shares
566
Previous 579
2.25%
Holding current value
$229,637
Previous $216,000
0.46%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.8 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.39 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.6 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.36 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.28 Billion6.36% of portfolio