MORRIS FINANCIAL CONCEPTS, INC. VTI Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 4,009.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.10 Mil. This investment constitutes 0.46% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q1. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 2 purchases of VTI, at an average price of $262.65, for a total of 6,922.00 shares. In addition, there have been 1 sales at an average price of $205.06 for 2,913.00 shares. Based on historical transaction data and VTI's current price of $309.26, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his VTI holdings is $19,129.84, reflecting a 1.05% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. VTI ($309.26) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. VTI ($309.26) 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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