MorganRosel Wealth Management LLC lifted its position in Vanguard U.S. Value Factor (BATS:VFVA – Get Rating) by 13.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 67,003 shares of the company’s stock after purchasing an additional 8,141 shares during the quarter. Vanguard […]
Landmark Financial Advisors LLC cut its holdings in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Get Rating) by 59.8% during the first quarter, Holdings Channel reports. The firm owned 46,451 shares of the company’s stock after selling 69,000 shares during the quarter. Vanguard Ultra-Short Bond ETF comprises about 1.0% of Landmark Financial Advisors LLC’s […]
MorganRosel Wealth Management LLC acquired a new stake in Invesco DWA SmallCap Momentum ETF (NASDAQ:DWAS – Get Rating) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,530 shares of the company’s stock, valued at approximately $334,000. Several other hedge funds also recently […]
MorganRosel Wealth Management LLC bought a new position in shares of Tapestry, Inc. (NYSE:TPR – Get Rating) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 20,246 shares of the luxury accessories retailer’s stock, valued at approximately $873,000. Other hedge funds have also modified […]
Country Trust Bank lessened its holdings in Marathon Petroleum Co. (NYSE:MPC – Get Rating) by 27.8% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,066 shares of the oil and gas company’s stock after selling 2,725 shares during the period. Country Trust Bank’s […]