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

Morris Financial Concepts, Inc.

$194 Million
Q1 2024

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 56,252 shares of BSV stock, worth $4.32 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

56,252

Previous 38,570 45.84%

Holding current value

$4.32 Million

Previous $2.97 Million 45.19%

% of portfolio

2.23%

Previous 1.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$74.24 - $75.87 $19,153 - $19,574	258 Added 7.73%	3,597 $0
Q3 2022 Oct 25, 2022	SELL	N/A	-67 Reduced 1.97%	3,339 $250,000
Q2 2022 Jul 25, 2022	BUY	N/A	3,406 New	3,406 $262,000

Others Institutions Holding BSV

# of Institutions

1,229

Shares Held

353M

Call Options Held

8.1K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

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