Morris Financial Concepts, Inc. Vanguard Financial ETF Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
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 6,006 shares of VFH stock, worth $738,017. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,006
Previous 6,006
-0.0%
Holding current value
$738,017
Previous $709,000
1.13%
% of portfolio
0.31%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
779Shares Held
54.1MCall Options Held
87.9KPut Options Held
43.3K-
Bank Of America Corp Charlotte, NC23MShares$2.83 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.63MShares$446 Million0.03% of portfolio
-
Ubs Group Ag1.91MShares$234 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$204 Million0.05% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.22MShares$149 Million3.5% of portfolio