Morton Brown Family Wealth, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 46,306 shares of VCSH stock, worth $3.63 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

46,306

Previous 42,047 10.13%

Holding current value

$3.63 Million

Previous $3.34 Million 8.18%

% of portfolio

1.26%

Previous 1.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$77.86 - $79.27 $331,605 - $337,610	4,259 Added 10.13%	46,306 $3.61 Million
Q3 2024 Oct 24, 2024	SELL	$76.94 - $79.54 $126,181 - $130,445	-1,640 Reduced 3.75%	42,047 $3.34 Million
Q2 2024 Jul 30, 2024	SELL	$76.35 - $77.35 $18,171 - $18,409	-238 Reduced 0.54%	43,687 $3.38 Million
Q1 2024 Apr 23, 2024	BUY	$76.87 - $77.64 $388,808 - $392,703	5,058 Added 13.01%	43,925 $3.4 Million
Q4 2023 Jan 26, 2024	BUY	$74.49 - $77.37 $423,624 - $440,003	5,687 Added 17.14%	38,867 $3.01 Million
Q3 2023 Oct 18, 2023	BUY	$74.99 - $75.99 $119,459 - $121,052	1,593 Added 5.04%	33,180 $2.49 Million
Q2 2023 Jul 25, 2023	BUY	$75.46 - $76.54 $229,700 - $232,987	3,044 Added 10.66%	31,587 $2.39 Million
Q1 2023 Apr 25, 2023	BUY	$74.76 - $76.57 $655,196 - $671,059	8,764 Added 44.31%	28,543 $2.18 Million
Q4 2022 Feb 01, 2023	BUY	$73.35 - $75.8 $368,510 - $380,819	5,024 Added 34.05%	19,779 $1.49 Million
Q3 2022 Oct 31, 2022	BUY	$74.01 - $77.39 $11,027 - $11,531	149 Added 1.02%	14,755 $1.1 Million
Q2 2022 Jul 21, 2022	BUY	$75.21 - $77.95 $144,553 - $149,819	1,922 Added 15.15%	14,606 $1.11 Million
Q1 2022 Apr 20, 2022	BUY	$77.77 - $81.19 $177,082 - $184,869	2,277 Added 21.88%	12,684 $990,000
Q4 2021 Feb 11, 2022	BUY	$81.21 - $82.44 $845,152 - $857,953	10,407 New	10,407 $845,000

Others Institutions Holding VCSH

# of Institutions

1,441

Shares Held

315M

Call Options Held

Put Options Held

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About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

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Morton Brown Family Wealth, LLC Vanguard Sht Term Corp Bd ETF Transaction History