Morton Brown Family Wealth, LLC Vanguard Mid Cap ETF Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 63 shares of VO stock, worth $17,468. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63
Previous 63
-0.0%
Holding current value
$17,468
Previous $16,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,178Shares Held
175MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio