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MorganRosel Wealth Management, LLC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on VTV, newest first. How the timeline and the estimate are built.

MorganRosel Wealth Management, LLC held 1,252 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,252 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $272,848.

    13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,252 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $245,642.

    13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,252 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $239,119.

    13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,252 shares
    Change vs previous 13F +85 shares

    0.06% of the 13F portfolio, value $233,485.

    13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,167 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $206,256.

    13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,167 shares
    Change vs previous 13F +1,167 shares

    0.06% of the 13F portfolio, value $201,588.

    13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,167 shares

    13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,167 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,723.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).