Morton Brown Family Wealth, LLC Vanguard Small Cap ETF Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

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 8,433 shares of VB stock, worth $2.05 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

8,433

Previous 8,447 0.17%

Holding current value

$2.05 Million

Previous $1.84 Million 8.64%

% of portfolio

0.71%

Previous 0.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$214.77 - $237.72 $3,006 - $3,328	-14 Reduced 0.17%	8,433 $2 Million
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

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Account

Morton Brown Family Wealth, LLC Vanguard Small Cap ETF Transaction History