MorganRosel Wealth Management, LLC VPLS Holdings History
MorganRosel Wealth Management, LLC's Vanguard Core-Plus Bond ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 112,296.00 shares of Vanguard Core-Plus Bond ETF(VPLS), totaling $8.71 Mil. This investment constitutes 2.64% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 1.93% of the outstanding Vanguard Core-Plus Bond ETF(VPLS) stock.
The initial trade took place in 2024Q1. And since then MorganRosel Wealth Management, LLC has made 5 purchases of VPLS, at an average price of $76.57, for a total of 112,296.00 shares. Based on historical transaction data and VPLS's current price of $77.31, MorganRosel Wealth Management, LLC's estimated gain on his VPLS holdings is $83,505.67, reflecting a 0.97% gain to date.
MorganRosel Wealth Management, LLC VPLS ($77.31) Holding Chart
MorganRosel Wealth Management, LLC VPLS ($77.31) 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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