Morris Financial Concepts, Inc. Vanguard Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,182 shares of VGSH stock, worth $69,229. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,182
Previous 1,019
16.0%
Holding current value
$69,229
Previous $59,000
15.25%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio