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 $719,879. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,006
Previous 4,893 22.75%
Holding current value
$719,879
Previous $488,000 35.25%
% of portfolio
0.29%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$99.27 - $111.21 $110,487 - $123,776
1,113 Added 22.75%
6,006 $660,000
Q2 2024

Jul 29, 2024
BUY
$95.9 - $103.0 $30,208 - $32,445
315 Added 6.88%
4,893 $488,000
Q1 2022

Apr 29, 2022
BUY
$87.26 - $101.75 $42,844 - $49,959
491 Added 12.01%
4,578 $428,000
Q4 2021

Feb 15, 2022
BUY
$92.72 - $100.95 $378,946 - $412,582
4,087 New
4,087 $395,000

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email