Morling Financial Advisors, LLC Vanguard Transaction History

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 338,778 shares of VGSH stock, worth $19.9 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares
338,778
Previous 316,543 7.02%
Holding current value
$19.9 Million
Previous $18.4 Million 7.96%
% of portfolio
7.3%
Previous 6.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$58.07 - $58.69 $1.29 Million - $1.3 Million
22,235 Added 7.02%
338,778 $19.9 Million
Q4 2024

Feb 07, 2025
BUY
$58.02 - $58.88 $832,064 - $844,398
14,341 Added 4.75%
316,543 $18.4 Million
Q3 2024

Oct 18, 2024
BUY
$57.74 - $59.13 $2.66 Million - $2.73 Million
46,154 Added 18.03%
302,202 $17.8 Million
Q2 2024

Aug 07, 2024
BUY
$57.55 - $58.0 $412,691 - $415,918
7,171 Added 2.88%
256,048 $14.8 Million
Q1 2024

May 13, 2024
BUY
$57.88 - $58.54 $14.4 Million - $14.6 Million
248,877 New
248,877 $14.5 Million

Others Institutions Holding VGSH

# of Institutions
1,028
Shares Held
276M
Call Options Held
6.2K
Put Options Held
400
View Full List

About VANGUARD

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