Number of Shares
7,922.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.58%
Total Estimate Gain
$83,786.26
% of Total Estimate Gain
5.95%

Vanguard U.S. Multifactor Fund's Morgan Stanley Holding Summary

As of 2025-02-28, VANGUARD WELLINGTON FUND held 7,922.00 shares of Morgan Stanley(MS), totaling $1.05 Mil. This investment constitutes 0.58% of their stock portfolio, and VANGUARD WELLINGTON FUND now holds 0% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2021Q4. And since then Vanguard U.S. Multifactor Fund has made 4 purchases of MS, at an average price of $112.23, for a total of 12,546.00 shares. In addition, there have been 1 sales at an average price of $79.29 for 4,624.00 shares. Based on historical transaction data and MS's current price of $142.03, Vanguard U.S. Multifactor Fund's estimated gain on his MS holdings is $83,786.26, reflecting a 5.95% gain to date.

Vanguard U.S. Multifactor Fund MS ($142.03) Holding Chart

Vanguard U.S. Multifactor Fund MS ($142.03) 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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