Morton Brown Family Wealth, LLC Vanguard S&P Small Cap 600 Gro Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,040 shares of VIOG stock, worth $111,144. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,040
Previous 1,040
-0.0%
Holding current value
$111,144
Previous $124,000
3.23%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VIOG
# of Institutions
172Shares Held
3.33MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$42.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY240KShares$25.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC208KShares$22.3 Million0.01% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO181KShares$19.3 Million0.3% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$15.1 Million2.0% of portfolio