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

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

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 55 shares of VB stock, worth $12,189. This represents 0.01% of its overall portfolio holdings.

Number of Shares
55
Previous 103 46.6%
Holding current value
$12,189
Previous $24,000 45.83%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,339
Shares Held
160M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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