MorganRosel Wealth Management, LLC VTI Holdings History
MorganRosel Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 227,910.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $62.64 Mil. This investment constitutes 19.01% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then MorganRosel Wealth Management, LLC has made 16 purchases of VTI, at an average price of $182.99, for a total of 261,939.00 shares. In addition, there have been 9 sales at an average price of $212.68 for 34,029.00 shares. Based on historical transaction data and VTI's current price of $309.09, MorganRosel Wealth Management, LLC's estimated gain on his VTI holdings is $29.75 Mil, reflecting a 62.06% gain to date.
MorganRosel Wealth Management, LLC VTI ($309.09) Holding Chart
MorganRosel Wealth Management, LLC VTI ($309.09) 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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