Morris Financial Concepts, Inc. Vanguard Financial ETF Transaction History
Morris Financial Concepts, Inc.
- $194 Million
- Q1 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,578 shares of VFH stock, worth $459,264. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,578
Previous 4,578
-0.0%
Holding current value
$459,264
Previous $422,000
10.9%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
666Shares Held
48.3MCall Options Held
85.1KPut Options Held
15.3K-
Bank Of America Corp Charlotte, NC23.8MShares$2.39 Billion0.23% of portfolio
-
Morgan Stanley New York, NY2.72MShares$273 Million0.02% of portfolio
-
Beacon Capital Management, Inc.1.67MShares$168 Million7.36% of portfolio
-
Wells Fargo & Company San Francisco, CA1.43MShares$143 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.19MShares$119 Million0.05% of portfolio