Morton Capital Management Llc/Ca Vanguard Whitehall Fds (Vangua Transaction History

Morton Capital Management Llc/Ca

$508 Billion
Q3 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 7,915 shares of VYM stock, worth $1.01 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,915

Previous 7,912 0.04%

Holding current value

$1.01 Million

Previous $938 Million 8.13%

% of portfolio

0.2%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$117.9 - $128.2 $353 - $384	3 Added 0.04%	7,915 $1.01 Billion
Q2 2024 Jul 12, 2024	BUY	$114.71 - $121.51 $344 - $364	3 Added 0.04%	7,912 $938 Million
Q1 2024 Apr 12, 2024	BUY	$109.98 - $120.99 $40,032 - $44,040	364 Added 4.82%	7,909 $957 Million
Q4 2023 Jan 18, 2024	BUY	$98.71 - $111.84 $2,467 - $2,796	25 Added 0.33%	7,545 $842 Million
Q2 2023 Dec 05, 2023	SELL	$101.36 - $107.68 $481,460 - $511,480	-4,750 Reduced 38.71%	7,520 $798 Million
Q1 2023 Dec 05, 2023	BUY	$100.82 - $111.44 $403,280 - $445,760	4,000 Added 48.37%	12,270 $1.29 Billion
Q3 2022 Dec 05, 2023	BUY	$94.88 - $110.28 $94 - $110	1 Added 0.01%	8,270 $785 Million
Q4 2021 Dec 05, 2023	BUY	$104.33 - $112.16 $862,704 - $927,451	8,269 New	8,269 $927 Million

Others Institutions Holding VYM

# of Institutions

1,798

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Morton Capital Management Llc/Ca Vanguard Whitehall Fds (Vangua Transaction History