Morton Brown Family Wealth, LLC Vanguard Mid Cap ETF Transaction History

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025

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 $15,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
63
Previous 63 -0.0%
Holding current value
$15,943
Previous $16,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$237.84 - $263.83 $2,378 - $2,638
-10 Reduced 13.7%
63 $16,000
Q2 2024

Jul 30, 2024
BUY
$234.99 - $248.98 $2,349 - $2,489
10 Added 15.87%
73 $17,000
Q1 2024

Apr 23, 2024
BUY
$225.86 - $249.86 $2,258 - $2,498
10 Added 18.87%
63 $15,000
Q2 2023

Jul 25, 2023
BUY
$203.43 - $220.16 $10,781 - $11,668
53 New
53 $11,000

Others Institutions Holding VO

# of Institutions
2,348
Shares Held
194M
Call Options Held
69.1K
Put Options Held
21.4K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email