Morris Financial Concepts, Inc. Vanguard Transaction History

Morris Financial Concepts, Inc.

$271 Million
Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,269 shares of VGSH stock, worth $74,680. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,269

Previous 1,208 5.05%

Holding current value

$74,680

Previous $71,000 4.23%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$58.43 - $58.88 $3,564 - $3,591	61 Added 5.05%	1,269 $74,000
Q2 2025 Jul 28, 2025	SELL	$58.32 - $58.95 $14,929 - $15,091	-256 Reduced 17.49%	1,208 $71,000
Q3 2024 Oct 30, 2024	BUY	$57.74 - $59.13 $16,282 - $16,674	282 Added 23.86%	1,464 $86,000
Q2 2024 Jul 29, 2024	BUY	$57.55 - $58.0 $9,380 - $9,454	163 Added 16.0%	1,182 $68,000
Q4 2023 Jan 29, 2024	SELL	$57.34 - $58.41 $2,178 - $2,219	-38 Reduced 3.6%	1,019 $59,000
Q2 2023 Aug 09, 2023	BUY	$57.72 - $58.69 $2,193 - $2,230	38 Added 3.73%	1,057 $61,000
Q1 2023 May 10, 2023	SELL	$57.32 - $58.77 $1,433 - $1,469	-25 Reduced 2.39%	1,019 $59,000
Q4 2022 Jan 19, 2023	BUY	$57.38 - $58.13 $59,904 - $60,687	1,044 New	1,044 $0

Others Institutions Holding VGSH

# of Institutions

1,075

Shares Held

286M

Call Options Held

Put Options Held

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About VANGUARD

Ticker VGSH
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Morris Financial Concepts, Inc. Vanguard Transaction History