Morton Brown Family Wealth, LLC Vanguard Intermediate Term Cor Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 116,018 shares of VCIT stock, worth $9.43 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
116,018
Previous 102,498
13.19%
Holding current value
$9.43 Million
Previous $8.23 Million
15.29%
% of portfolio
3.23%
Previous 2.87%
Shares
14 transactions
Others Institutions Holding VCIT
# of Institutions
1,312Shares Held
500MCall Options Held
25.2KPut Options Held
173K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$7.91 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.15 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.22 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25MShares$2.03 Billion1.93% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.29 Billion6.61% of portfolio