Morris Financial Concepts, Inc. Vanguard Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,464 shares of VGSH stock, worth $85,848. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,464
-0.0%
Holding current value
$85,848
Previous $85,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio