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

Morris Financial Concepts, Inc.

$229 Million
Q3 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 70,785 shares of BSV stock, worth $5.46 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

70,785

Previous 66,279 6.8%

Holding current value

$5.46 Million

Previous $5.08 Million 9.58%

% of portfolio

2.43%

Previous 2.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,243

Shares Held

376M

Call Options Held

Put Options Held

96.7K

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