Morton Brown Family Wealth, LLC Vanguard Intermediate Term Cor Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
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 90,612 shares of VCIT stock, worth $7.37 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
90,612
Previous 75,375
20.21%
Holding current value
$7.37 Million
Previous $6.02 Million
25.96%
% of portfolio
2.7%
Previous 2.31%
Shares
12 transactions
Others Institutions Holding VCIT
# of Institutions
1,172Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.2 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.96 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.84 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.96 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.68 Billion8.85% of portfolio