Morris Financial Concepts, Inc. Vanguard Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
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 $85,175. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,182
23.86%
Holding current value
$85,175
Previous $68,000
26.47%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
919Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio