A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 8,447 shares of VB stock, worth $2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
8,447
Previous 8,619 2.0%
Holding current value
$2 Million
Previous $1.97 Million 6.55%
% of portfolio
0.71%
Previous 0.81%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$210.76 - $226.94 $36,250 - $39,033
-172 Reduced 2.0%
8,447 $1.84 Million
Q1 2024

Apr 23, 2024

SELL
$204.0 - $228.59 $39,168 - $43,889
-192 Reduced 2.18%
8,619 $1.97 Million
Q4 2023

Jan 26, 2024

SELL
$175.26 - $215.9 $31,196 - $38,430
-178 Reduced 1.98%
8,811 $1.88 Million
Q3 2023

Oct 18, 2023

SELL
$186.24 - $208.75 $66,860 - $74,941
-359 Reduced 3.84%
8,989 $1.7 Million
Q2 2023

Jul 25, 2023

SELL
$181.26 - $198.89 $106,399 - $116,748
-587 Reduced 5.91%
9,348 $1.86 Million
Q1 2023

Apr 25, 2023

SELL
$179.51 - $208.76 $170,714 - $198,530
-951 Reduced 8.74%
9,935 $1.88 Million
Q4 2022

Feb 01, 2023

SELL
$172.82 - $196.57 $32,662 - $37,151
-189 Reduced 1.71%
10,886 $2 Million
Q3 2022

Oct 31, 2022

SELL
$170.45 - $206.62 $21,988 - $26,653
-129 Reduced 1.15%
11,075 $1.89 Million
Q2 2022

Jul 21, 2022

SELL
$170.7 - $214.67 $46,430 - $58,390
-272 Reduced 2.37%
11,204 $1.97 Million
Q1 2022

Apr 20, 2022

SELL
$198.73 - $227.97 $5,365 - $6,155
-27 Reduced 0.23%
11,476 $2.44 Million
Q4 2021

Feb 11, 2022

BUY
$215.13 - $239.37 $2.47 Million - $2.75 Million
11,503 New
11,503 $2.6 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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