Morgan Rosel Wealth Management, LLC Vanguard Bd Index Fds Transaction History

Morgan Rosel Wealth Management, LLC

$291 Million
Q3 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Bd Index Fds stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 64,300 shares of VUSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

64,300

Previous 62,203 3.37%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	N/A	2,097 Added 3.37%	64,300 $0
Q2 2024 Jul 15, 2024	BUY	N/A	1,719 Added 2.84%	62,203 $0
Q1 2024 Apr 17, 2024	BUY	N/A	19,206 Added 46.53%	60,484 $0
Q4 2023 Jan 19, 2024	BUY	N/A	3,545 Added 9.39%	41,278 $0
Q3 2023 Oct 27, 2023	BUY	N/A	871 Added 2.36%	37,733 $0
Q2 2023 Aug 04, 2023	BUY	N/A	1,245 Added 3.5%	36,862 $0
Q1 2023 Apr 12, 2023	BUY	N/A	6,636 Added 22.9%	35,617 $0
Q4 2022 Jan 19, 2023	SELL	N/A	-1,704 Reduced 5.55%	28,981 $0
Q3 2022 Oct 14, 2022	SELL	N/A	-73,605 Reduced 70.58%	30,685 $1.5 Million
Q2 2022 Jul 27, 2022	BUY	N/A	96,310 Added 1206.89%	104,290 $5.13 Million
Q1 2022 Apr 22, 2022	SELL	N/A	-2,761 Reduced 25.71%	7,980 $394,000
Q4 2021 Jan 24, 2022	BUY	N/A	6,547 Added 156.1%	10,741 $537,000
Q2 2021 Jul 28, 2021	BUY	N/A	4,194 New	4,194 $210,000

Others Institutions Holding VUSB

# of Institutions

320

Shares Held

47.4M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FDS

Ticker VUSB

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Morgan Rosel Wealth Management, LLC Vanguard Bd Index Fds Transaction History