Morris Financial Concepts, Inc. Vanguard Small Cap Value ETF Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 72 shares of VBR stock, worth $14,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
72
Previous 32 125.0%
Holding current value
$14,415
Previous $5,000 180.0%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $7,199 - $8,064
40 Added 125.0%
72 $14,000
Q3 2023

Oct 24, 2023
BUY
$157.33 - $174.39 $786 - $871
5 Added 18.52%
32 $5,000
Q1 2023

May 10, 2023
BUY
$150.22 - $177.69 $3,755 - $4,442
25 Added 1250.0%
27 $4,000
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $337 - $371
2 New
2 $0

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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