Morton Capital Management Llc/Ca Vanguard Dividend Appreciation Transaction History

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 25,351 shares of VIG stock, worth $4.62 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
25,351
Previous 25,350 -0.0%
Holding current value
$4.62 Million
Previous $5.02 Billion 1.12%
% of portfolio
0.94%
Previous 0.99%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
1 Added 0.0%
25,351 $4.96 Billion
Q3 2024

Oct 08, 2024
SELL
$182.15 - $182.15 $6,557 - $6,557
-36 Reduced 0.14%
25,350 $5.02 Billion
Q1 2024

Apr 12, 2024
SELL
$168.47 - $182.98 $17,183 - $18,663
-102 Reduced 0.4%
25,386 $4.64 Billion
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $25,527 - $29,097
-170 Reduced 0.66%
25,488 $4.34 Billion
Q3 2023

Dec 05, 2023
SELL
$155.38 - $166.95 $27,657 - $29,717
-178 Reduced 0.69%
25,658 $3.99 Billion
Q2 2023

Dec 05, 2023
SELL
$152.74 - $162.43 $84,617 - $89,986
-554 Reduced 2.1%
25,836 $4.2 Billion
Q1 2023

Dec 05, 2023
SELL
$147.24 - $158.33 $10,748 - $11,558
-73 Reduced 0.28%
26,390 $4.06 Billion
Q4 2022

Dec 05, 2023
SELL
$144.84 - $158.71 $1,882 - $2,063
-13 Reduced 0.05%
26,463 $4.02 Billion
Q3 2022

Dec 05, 2023
BUY
N/A
72 Added 0.27%
26,476 $3.58 Billion
Q2 2022

Dec 05, 2023
BUY
N/A
499 Added 1.93%
26,404 $3.79 Billion
Q1 2022

Dec 05, 2023
BUY
N/A
108 Added 0.42%
25,905 $4.2 Billion
Q4 2021

Dec 05, 2023
BUY
N/A
25,797 New
25,797 $4.43 Billion

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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