Morgan Rosel Wealth Management, LLC Vanguard Wellington Fd U S Val Transaction History
Morgan Rosel Wealth Management, LLC
- $291 Million
- Q3 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 57,634 shares of VFVA stock, worth $6.86 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
57,634
Previous 59,295
2.8%
Holding current value
$6.86 Million
Previous $6.7 Million
3.62%
% of portfolio
2.39%
Previous 2.47%
Shares
14 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71.4 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.6 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.5 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
-
Milestone Advisory Partners71.3KShares$8.48 Million5.95% of portfolio