Morgan Rosel Wealth Management, LLC Vanguard Bd Index Fd Inc Total 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 Fd Inc Total stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 14,548 shares of BND stock, worth $1.05 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,548
Previous 14,493 0.38%
Holding current value
$1.05 Million
Previous $1.04 Million 4.6%
% of portfolio
0.38%
Previous 0.39%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$71.45 - $75.64 $3,929 - $4,160
55 Added 0.38%
14,548 $1.09 Million
Q2 2024

Jul 15, 2024
BUY
$70.55 - $72.66 $14,533 - $14,967
206 Added 1.44%
14,493 $1.04 Million
Q1 2024

Apr 17, 2024
BUY
$71.76 - $73.66 $529,373 - $543,389
7,377 Added 106.76%
14,287 $1.04 Million
Q4 2023

Jan 19, 2024
SELL
$68.04 - $73.9 $78,041 - $84,763
-1,147 Reduced 14.24%
6,910 $508,000
Q3 2023

Oct 27, 2023
BUY
$69.63 - $72.91 $55,355 - $57,963
795 Added 10.95%
8,057 $562,000
Q2 2023

Aug 04, 2023
SELL
$72.23 - $74.46 $1,661 - $1,712
-23 Reduced 0.32%
7,262 $527,000
Q1 2023

Apr 12, 2023
BUY
$71.33 - $74.57 $13,980 - $14,615
196 Added 2.76%
7,285 $537,000
Q4 2022

Jan 19, 2023
SELL
$69.38 - $73.88 $236,863 - $252,226
-3,414 Reduced 32.5%
7,089 $0
Q3 2022

Oct 14, 2022
BUY
$70.77 - $77.08 $248,119 - $270,242
3,506 Added 50.11%
10,503 $749,000
Q2 2022

Jul 27, 2022
SELL
$73.3 - $79.23 $282,131 - $304,956
-3,849 Reduced 35.49%
6,997 $527,000
Q1 2022

Apr 22, 2022
BUY
$78.72 - $84.18 $26,764 - $28,621
340 Added 3.24%
10,846 $863,000
Q4 2021

Jan 24, 2022
BUY
$84.47 - $85.89 $2,111 - $2,147
25 Added 0.24%
10,506 $890,000
Q3 2021

Oct 26, 2021
BUY
$85.45 - $86.85 $35,205 - $35,782
412 Added 4.09%
10,481 $896,000
Q2 2021

Jul 28, 2021
BUY
$84.67 - $85.92 $149,781 - $151,992
1,769 Added 21.31%
10,069 $865,000
Q1 2021

Apr 30, 2021
BUY
$84.36 - $88.07 $106,462 - $111,144
1,262 Added 17.93%
8,300 $703,000
Q4 2020

Feb 11, 2021
BUY
$87.44 - $88.49 $37,861 - $38,316
433 Added 6.56%
7,038 $621,000
Q3 2020

Oct 13, 2020
BUY
$88.13 - $89.48 $25,381 - $25,770
288 Added 4.56%
6,605 $583,000
Q2 2020

Jul 13, 2020
BUY
$85.6 - $88.34 $34,924 - $36,042
408 Added 6.9%
6,317 $558,000
Q1 2020

Apr 17, 2020
BUY
$80.33 - $87.96 $53,017 - $58,053
660 Added 12.57%
5,909 $504,000
Q4 2019

Jan 14, 2020
SELL
$83.39 - $84.94 $17,261 - $17,582
-207 Reduced 3.79%
5,249 $440,000
Q3 2019

Oct 31, 2019
BUY
$83.3 - $84.54 $233,573 - $237,050
2,804 Added 105.73%
5,456 $461,000
Q2 2019

Aug 06, 2019
BUY
N/A
2,652 New
2,652 $220,000

About VANGUARD BD INDEX FD INC TOTAL

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