Morton Brown Family Wealth, LLC Vanguard Mid Cap ETF Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 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 $16,953. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63
Previous 73
13.7%
Holding current value
$16,953
Previous $17,000
5.88%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.33 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.9 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio