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

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 2024

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 281 shares of VO stock, worth $69,718. This represents 0.04% of its overall portfolio holdings.

Number of Shares
281
Previous 299 6.02%
Holding current value
$69,718
Previous $69,000 1.45%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$199.06 - $217.26 $27,868 - $30,416
-140 Reduced 31.46%
305 $0
Q3 2022

Oct 25, 2022
BUY
N/A
1 Added 0.23%
445 $84,000
Q2 2022

Jul 25, 2022
BUY
N/A
1 Added 0.23%
444 $87,000
Q1 2022

Apr 29, 2022
BUY
N/A
256 Added 136.9%
443 $105,000
Q4 2021

Feb 15, 2022
BUY
N/A
187 New
187 $48,000

Others Institutions Holding VO

# of Institutions
1,960
Shares Held
167M
Call Options Held
224K
Put Options Held
28.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email