MORRIS FINANCIAL CONCEPTS, INC. BSV Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 79,606.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $6.23 Mil. This investment constitutes 2.61% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.02% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q2. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 11 purchases of BSV, at an average price of $76.30, for a total of 79,673.00 shares. In addition, there have been 1 sales at an average price of $76.21 for 67.00 shares. Based on historical transaction data and BSV's current price of $78.35, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his BSV holdings is $163,078.81, reflecting a 2.68% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. BSV ($78.35) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. BSV ($78.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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