MWM
MorganRosel Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Buy |
117,420
+5,124
| +5% | +$399K | 2.49% | 8 |
|
|
2025
Q1 | $8.71M | Buy |
112,296
+7,273
| +7% | +$564K | 2.64% | 7 |
|
|
2024
Q4 | $7.98M | Buy |
105,023
+4,613
| +5% | +$351K | 2.62% | 10 |
|
|
2024
Q3 | $7.96M | Buy |
100,410
+3,945
| +4% | +$313K | 2.63% | 9 |
|
|
2024
Q2 | $7.34M | Buy |
96,465
+1,181
| +1% | +$89.9K | 2.59% | 10 |
|
|
2024
Q1 | $7.31M | Buy |
+95,284
| New | +$7.31M | 2.61% | 9 |
|