MorganRosel Wealth Management, LLC VOT Holdings History
MorganRosel Wealth Management, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 28,929.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $7.08 Mil. This investment constitutes 2.15% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2025Q1. And since then MorganRosel Wealth Management, LLC has made 1 purchases of VOT, at an average price of $260.02, for a total of 28,929.00 shares. Based on historical transaction data and VOT's current price of $290.06, MorganRosel Wealth Management, LLC's estimated gain on his VOT holdings is $869,027.16, reflecting a 11.55% gain to date.
MorganRosel Wealth Management, LLC VOT ($290.06) Holding Chart
MorganRosel Wealth Management, LLC VOT ($290.06) 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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