MorganRosel Wealth Management, LLC VUSB Holdings History
MorganRosel Wealth Management, LLC's Vanguard Ultra-Short Bond ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 114,108.00 shares of Vanguard Ultra-Short Bond ETF(VUSB), totaling $5.69 Mil. This investment constitutes 1.73% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.12% of the outstanding Vanguard Ultra-Short Bond ETF(VUSB) stock.
The initial trade took place in 2021Q4. And since then MorganRosel Wealth Management, LLC has made 11 purchases of VUSB, at an average price of $49.45, for a total of 192,178.00 shares. In addition, there have been 3 sales at an average price of $49.02 for 78,070.00 shares. Based on historical transaction data and VUSB's current price of $49.79, MorganRosel Wealth Management, LLC's estimated gain on his VUSB holdings is $5,308.15, reflecting a 0.06% gain to date.
MorganRosel Wealth Management, LLC VUSB ($49.79) Holding Chart
MorganRosel Wealth Management, LLC VUSB ($49.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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