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

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

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 2,817 shares of VYM stock, worth $363,449. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,817

Previous 2,740 2.81%

Holding current value

$363,449

Previous $349,000 4.01%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$126.11 - $135.06 $9,710 - $10,399	77 Added 2.81%	2,817 $363,000
Q4 2024 Jan 29, 2025	SELL	$126.68 - $134.74 $41,424 - $44,059	-327 Reduced 10.66%	2,740 $349,000
Q3 2024 Oct 30, 2024	SELL	$117.9 - $128.2 $943 - $1,025	-8 Reduced 0.26%	3,067 $393,000
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

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

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About VANGUARD WHITEHALL FDS (VANGUA

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