Morris Financial Concepts, Inc. Vanguard Growth ETF Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 162 shares of VUG stock, worth $67,939. This represents 0.03% of its overall portfolio holdings.
Number of Shares
162
Previous 162
-0.0%
Holding current value
$67,939
Previous $62,000
6.45%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,449Shares Held
248MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.71 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.79 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.47 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio