Morris Financial Concepts, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Morris Financial Concepts, Inc.

$247 Million
Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 5,233 shares of BND stock, worth $391,533. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,233

Previous 28,362 81.55%

Holding current value

$391,533

Previous $2.08 Million 81.52%

% of portfolio

0.16%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$72.02 - $73.82 $1.67 Million - $1.71 Million	-23,129 Reduced 81.55%	5,233 $385,000
Q1 2025 Apr 29, 2025	BUY	$71.17 - $73.66 $1.66 Million - $1.72 Million	23,297 Added 459.96%	28,362 $2.08 Million
Q4 2024 Jan 29, 2025	BUY	$71.75 - $75.11 $304,435 - $318,691	4,243 Added 516.18%	5,065 $364,000
Q3 2024 Oct 30, 2024	BUY	$71.45 - $75.64 $15,933 - $16,867	223 Added 37.23%	822 $61,000
Q1 2024 Apr 18, 2024	BUY	$71.76 - $73.66 $40,329 - $41,396	562 Added 1518.92%	599 $43,000
Q4 2023 Jan 29, 2024	BUY	$68.04 - $73.9 $408 - $443	6 Added 19.35%	37 $2,000
Q1 2023 May 10, 2023	BUY	$71.33 - $74.57 $2,211 - $2,311	31 New	31 $2,000

Others Institutions Holding BND

# of Institutions

1,825

Shares Held

1.09B

Call Options Held

78.7K

Put Options Held

20.3K

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Morris Financial Concepts, Inc. Vanguard Bd Index Fd Inc Total Transaction History