Morgan Rosel Wealth Management, LLC VANGUARD CORE PLUS BOND ETF Transaction History

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024
Number of Shares
105,023
Previous 100,410 4.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
N/A
4,613 Added 4.59%
105,023 $0
Q3 2024

Oct 10, 2024
BUY
N/A
3,945 Added 4.09%
100,410 $0
Q2 2024

Jul 15, 2024
BUY
N/A
1,181 Added 1.24%
96,465 $0
Q1 2024

Apr 17, 2024
BUY
N/A
95,284 New
95,284 $0
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email