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

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 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 55 shares of VB stock, worth $12,550. This represents 0.01% of its overall portfolio holdings.

Number of Shares
55
Previous 55 -0.0%
Holding current value
$12,550
Previous $13,000 7.69%
% 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
2,368
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email