Morris Financial Concepts, Inc. Vanguard Financial ETF Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 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 6,006 shares of VFH stock, worth $733,392. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,006
Previous 4,893
22.75%
Holding current value
$733,392
Previous $488,000
35.25%
% of portfolio
0.29%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
685Shares Held
52.2MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.86 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$336 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$230 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$186 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$167 Million0.03% of portfolio