Morris Financial Concepts, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Morris Financial Concepts, Inc.

  • $206 Million
  • Q2 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 3,075 shares of VYM stock, worth $393,692. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,075
Previous 3,083 0.26%
Holding current value
$393,692
Previous $373,000 2.41%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$114.71 - $121.51 $917 - $972
-8 Reduced 0.26%
3,075 $364,000
Q1 2024

Apr 18, 2024
BUY
$109.98 - $120.99 $32,004 - $35,208
291 Added 10.42%
3,083 $373,000
Q4 2023

Jan 29, 2024
SELL
$98.71 - $111.84 $296 - $335
-3 Reduced 0.11%
2,792 $311,000
Q3 2023

Oct 24, 2023
BUY
$103.32 - $110.34 $251,790 - $268,898
2,437 Added 680.73%
2,795 $288,000
Q1 2023

May 10, 2023
BUY
$100.82 - $111.44 $36,093 - $39,895
358 New
358 $37,000
Q1 2022

Apr 29, 2022
BUY
$107.24 - $115.01 $112,816 - $120,990
1,052 New
1,052 $118,000

Others Institutions Holding VYM

# of Institutions
1,720
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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