Morton Brown Family Wealth, LLC Vanguard Intermediate Term Cor Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 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 102,498 shares of VCIT stock, worth $8.28 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

102,498

Previous 90,612 13.12%

Holding current value

$8.28 Million

Previous $7.59 Million 8.42%

% of portfolio

2.87%

Previous 2.7%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$80.13 - $83.77 $952,425 - $995,690	11,886 Added 13.12%	102,498 $8.23 Million
Q3 2024 Oct 24, 2024	BUY	$79.29 - $84.02 $1.21 Million - $1.28 Million	15,237 Added 20.21%	90,612 $7.59 Million
Q2 2024 Jul 30, 2024	BUY	$77.99 - $80.49 $1.04 Million - $1.07 Million	13,336 Added 21.5%	75,375 $6.02 Million
Q1 2024 Apr 23, 2024	BUY	$79.39 - $81.28 $1.47 Million - $1.51 Million	18,546 Added 42.64%	62,039 $4.99 Million
Q4 2023 Jan 26, 2024	BUY	$73.81 - $81.64 $794,047 - $878,283	10,758 Added 32.86%	43,493 $3.54 Million
Q3 2023 Oct 18, 2023	BUY	$75.83 - $79.4 $170,390 - $178,411	2,247 Added 7.37%	32,735 $2.49 Million
Q2 2023 Jul 25, 2023	BUY	$78.33 - $80.78 $229,741 - $236,927	2,933 Added 10.64%	30,488 $2.41 Million
Q1 2023 Apr 25, 2023	BUY	$77.23 - $81.35 $702,947 - $740,447	9,102 Added 49.33%	27,555 $2.21 Million
Q4 2022 Feb 01, 2023	BUY	$73.66 - $79.75 $335,815 - $363,580	4,559 Added 32.81%	18,453 $1.43 Million
Q3 2022 Oct 31, 2022	BUY	$74.85 - $82.96 $31,137 - $34,511	416 Added 3.09%	13,894 $1.05 Million
Q2 2022 Jul 21, 2022	BUY	$78.1 - $85.93 $154,950 - $170,485	1,984 Added 17.26%	13,478 $1.08 Million
Q1 2022 Apr 20, 2022	BUY	$85.05 - $92.24 $187,790 - $203,665	2,208 Added 23.78%	11,494 $989,000
Q4 2021 Feb 11, 2022	BUY	$92.55 - $94.67 $859,419 - $879,105	9,286 New	9,286 $861,000

Others Institutions Holding VCIT

# of Institutions

1,194

Shares Held

487M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Morton Brown Family Wealth, LLC Vanguard Intermediate Term Cor Transaction History