Morris Financial Concepts, Inc. Vanguard Growth ETF Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 162 shares of VUG stock, worth $66,928. This represents 0.03% of its overall portfolio holdings.
Number of Shares
162
Previous 162
-0.0%
Holding current value
$66,928
Previous $66,000
9.09%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,679Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio