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

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 79,606 shares of BSV stock, worth $6.24 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
79,606
Previous 75,658 5.22%
Holding current value
$6.24 Million
Previous $5.85 Million 6.59%
% of portfolio
2.66%
Previous 2.55%

Shares

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

Apr 29, 2025
BUY
$76.94 - $78.28 $303,759 - $309,049
3,948 Added 5.22%
79,606 $6.23 Million
Q4 2024

Jan 29, 2025
BUY
$77.02 - $78.58 $375,318 - $382,920
4,873 Added 6.88%
75,658 $5.85 Million
Q3 2024

Oct 30, 2024
BUY
$76.38 - $78.87 $344,168 - $355,388
4,506 Added 6.8%
70,785 $5.57 Million
Q2 2024

Jul 29, 2024
BUY
$75.81 - $76.76 $760,146 - $769,672
10,027 Added 17.83%
66,279 $5.08 Million
Q1 2024

Apr 18, 2024
BUY
$76.34 - $77.25 $1.35 Million - $1.37 Million
17,682 Added 45.84%
56,252 $4.31 Million
Q4 2023

Jan 29, 2024
BUY
$74.64 - $77.03 $453,214 - $467,726
6,072 Added 18.68%
38,570 $2.97 Million
Q3 2023

Oct 24, 2023
BUY
$74.97 - $75.93 $1.54 Million - $1.56 Million
20,551 Added 172.02%
32,498 $2.44 Million
Q2 2023

Aug 09, 2023
BUY
$75.52 - $76.97 $544,499 - $554,953
7,210 Added 152.21%
11,947 $902,000
Q1 2023

May 10, 2023
BUY
$74.67 - $76.76 $85,123 - $87,506
1,140 Added 31.69%
4,737 $362,000
Q4 2022

Jan 19, 2023
BUY
$74.07 - $75.87 $19,110 - $19,574
258 Added 7.73%
3,597 $0
Q3 2022

Oct 25, 2022
SELL
$74.52 - $77.47 $4,992 - $5,190
-67 Reduced 1.97%
3,339 $250,000
Q2 2022

Jul 25, 2022
BUY
$75.68 - $77.74 $257,766 - $264,782
3,406 New
3,406 $262,000

Others Institutions Holding BSV

# of Institutions
1,356
Shares Held
394M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

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