Morris Financial Concepts, Inc. Vanguard Transaction History

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,464 shares of VGSH stock, worth $84,941. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,464
Previous 1,182 23.86%
Holding current value
$84,941
Previous $68,000 26.47%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 30, 2024
BUY
$57.74 - $59.13 $16,282 - $16,674
282 Added 23.86%
1,464 $86,000
Q2 2024

Jul 29, 2024
BUY
$57.55 - $58.0 $9,380 - $9,454
163 Added 16.0%
1,182 $68,000
Q4 2023

Jan 29, 2024
SELL
$57.34 - $58.41 $2,178 - $2,219
-38 Reduced 3.6%
1,019 $59,000
Q2 2023

Aug 09, 2023
BUY
$57.72 - $58.69 $2,193 - $2,230
38 Added 3.73%
1,057 $61,000
Q1 2023

May 10, 2023
SELL
$57.32 - $58.77 $1,433 - $1,469
-25 Reduced 2.39%
1,019 $59,000
Q4 2022

Jan 19, 2023
BUY
$57.38 - $58.13 $59,904 - $60,687
1,044 New
1,044 $0

Others Institutions Holding VGSH

# of Institutions
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email