Morris Financial Concepts, Inc. Vanguard Mid Cap ETF Transaction History

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 253 shares of VO stock, worth $68,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares

253

Previous 253 -0.0%

Holding current value

$68,350

Previous $66,000 1.52%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$261.5 - $284.63 $7,322 - $7,969	-28 Reduced 9.96%	253 $66,000
Q1 2024 Apr 18, 2024	SELL	$225.86 - $249.86 $4,065 - $4,497	-18 Reduced 6.02%	281 $70,000
Q1 2023 May 10, 2023	SELL	$200.2 - $225.98 $1,201 - $1,355	-6 Reduced 1.97%	299 $63,000
Q4 2022 Jan 19, 2023	SELL	$186.57 - $217.26 $26,119 - $30,416	-140 Reduced 31.46%	305 $0
Q3 2022 Oct 25, 2022	BUY	$187.98 - $227.42 $187 - $227	1 Added 0.23%	445 $84,000
Q2 2022 Jul 25, 2022	BUY	$190.36 - $240.41 $190 - $240	1 Added 0.23%	444 $87,000
Q1 2022 Apr 29, 2022	BUY	$219.86 - $253.39 $56,284 - $64,867	256 Added 136.9%	443 $105,000
Q4 2021 Feb 15, 2022	BUY	$236.98 - $261.2 $44,315 - $48,844	187 New	187 $48,000

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

Morris Financial Concepts, Inc. Vanguard Mid Cap ETF Transaction History