Morgan Rosel Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 2,704 shares of VNQ stock, worth $242,305. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,704
Previous 2,732 1.02%
Holding current value
$242,305
Previous $228,000 15.35%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 10, 2024
SELL
$82.97 - $98.97 $2,323 - $2,771
-28 Reduced 1.02%
2,704 $263,000
Q2 2024

Jul 15, 2024
BUY
$78.61 - $85.97 $3,144 - $3,438
40 Added 1.49%
2,732 $228,000
Q1 2024

Apr 17, 2024
SELL
$82.58 - $89.12 $14,286 - $15,417
-173 Reduced 6.04%
2,692 $232,000
Q4 2023

Jan 19, 2024
BUY
$71.05 - $89.54 $10,586 - $13,341
149 Added 5.49%
2,865 $253,000
Q3 2023

Oct 27, 2023
BUY
$75.44 - $86.89 $19,010 - $21,896
252 Added 10.23%
2,716 $205,000
Q2 2023

Aug 04, 2023
BUY
$78.4 - $83.98 $193,177 - $206,926
2,464 New
2,464 $205,000

Others Institutions Holding VNQ

# of Institutions
1,822
Shares Held
238M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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