Morris Financial Concepts, Inc. Vanguard Small Cap ETF Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 65 shares of VB stock, worth $16,237. This represents 0.01% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$16,237
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,483Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio