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

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025

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 86 shares of VBR stock, worth $17,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
86
Previous 72 19.44%
Holding current value
$17,215
Previous $13,000 23.08%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$162.76 - $195.77 $2,278 - $2,740
14 Added 19.44%
86 $16,000
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $7,199 - $8,064
40 Added 125.0%
72 $14,000
Q3 2023

Oct 24, 2023
BUY
$157.33 - $174.39 $786 - $871
5 Added 18.52%
32 $5,000
Q1 2023

May 10, 2023
BUY
$150.22 - $177.69 $3,755 - $4,442
25 Added 1250.0%
27 $4,000
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $337 - $371
2 New
2 $0

Others Institutions Holding VBR

# of Institutions
1,733
Shares Held
93.2M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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