Morris Financial Concepts, Inc. Vanguard Small Cap ETF Transaction History

Morris Financial Concepts, Inc.

$247 Million
Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 65 shares of VB stock, worth $16,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Previous 55 18.18%

Holding current value

$16,853

Previous $12,000 25.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$193.73 - $237.37 $1,937 - $2,373	10 Added 18.18%	65 $15,000
Q4 2024 Jan 29, 2025	SELL	$233.76 - $261.58 $11,220 - $12,555	-48 Reduced 46.6%	55 $13,000
Q3 2024 Oct 30, 2024	BUY	$214.77 - $237.72 $22,121 - $24,485	103 New	103 $24,000
Q1 2024 Apr 18, 2024	SELL	$204.0 - $228.59 $15,300 - $17,144	-75 Closed	0 $0
Q4 2022 Jan 19, 2023	SELL	$172.82 - $196.57 $3,283 - $3,734	-19 Reduced 20.21%	75 $0
Q3 2022 Oct 25, 2022	BUY	$170.45 - $206.62 $170 - $206	1 Added 1.08%	94 $16,000
Q1 2022 Apr 29, 2022	BUY	$198.73 - $227.97 $1,391 - $1,595	7 Added 8.14%	93 $20,000
Q4 2021 Feb 15, 2022	BUY	$215.13 - $239.37 $18,501 - $20,585	86 New	86 $19,000

Others Institutions Holding VB

# of Institutions

2,411

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Account

Morris Financial Concepts, Inc. Vanguard Small Cap ETF Transaction History