Morris Financial Concepts, Inc. Vanguard Small Cap Value ETF Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 32 shares of VBR stock, worth $6,130. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32
Previous 32
-0.0%
Holding current value
$6,130
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,442Shares Held
89.2MCall Options Held
62.7KPut Options Held
14.7K-
Bank Of America Corp Charlotte, NC15.8MShares$3.02 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$816 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$798 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$677 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$582 Million0.79% of portfolio