Morton Brown Family Wealth, LLC Vanguard Mid Cap ETF Transaction History
Morton Brown Family Wealth, LLC
- $242 Million
- Q1 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 $15,217. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63
Previous 53
18.87%
Holding current value
$15,217
Previous $12,000
25.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
1,966Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio