Morris Financial Concepts, Inc. Vanguard Value ETF Transaction History

Morris Financial Concepts, Inc.

  • $247 Million
  • Q2 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 726 shares of VTV stock, worth $129,743. This represents 0.05% of its overall portfolio holdings.

Number of Shares
726
Previous 721 0.69%
Holding current value
$129,743
Previous $124,000 3.23%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$153.67 - $176.74 $768 - $883
5 Added 0.69%
726 $128,000
Q4 2024

Jan 29, 2025
SELL
$168.32 - $181.87 $168 - $181
-1 Reduced 0.14%
721 $122,000
Q3 2024

Oct 30, 2024
BUY
$159.75 - $174.57 $110,866 - $121,151
694 Added 2478.57%
722 $126,000
Q1 2024

Apr 18, 2024
BUY
$147.46 - $162.86 $737 - $814
5 Added 21.74%
28 $4,000
Q2 2023

Aug 09, 2023
BUY
$134.74 - $142.42 $3,099 - $3,275
23 New
23 $3,000

Others Institutions Holding VTV

# of Institutions
2,637
Shares Held
562M
Call Options Held
182K
Put Options Held
65.4K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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