MorganRosel Wealth Management, LLC VOO Holdings History
MorganRosel Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 13,204.00 shares of Vanguard S&P 500 ETF(VOO), totaling $6.79 Mil. This investment constitutes 2.06% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then MorganRosel Wealth Management, LLC has made 19 purchases of VOO, at an average price of $435.93, for a total of 13,264.00 shares. In addition, there have been 3 sales at an average price of $404.62 for 60.00 shares. Based on historical transaction data and VOO's current price of $576.92, MorganRosel Wealth Management, LLC's estimated gain on his VOO holdings is $1.86 Mil, reflecting a 32.16% gain to date.
MorganRosel Wealth Management, LLC VOO ($576.92) Holding Chart
MorganRosel Wealth Management, LLC VOO ($576.92) 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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