Morton Brown Family Wealth, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,341 shares of VOT stock, worth $582,534. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,341
Previous 2,345 0.17%
Holding current value
$582,534
Previous $570,000 4.21%
% of portfolio
0.21%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$241.48 - $274.89 $965 - $1,099
-4 Reduced 0.17%
2,341 $594,000
Q3 2024

Oct 24, 2024
SELL
$218.05 - $243.47 $17,880 - $19,964
-82 Reduced 3.38%
2,345 $570,000
Q2 2024

Jul 30, 2024
SELL
$218.75 - $234.97 $51,625 - $55,452
-236 Reduced 8.86%
2,427 $557,000
Q1 2024

Apr 23, 2024
SELL
$212.21 - $235.79 $1,061 - $1,178
-5 Reduced 0.19%
2,663 $627,000
Q4 2023

Jan 26, 2024
SELL
$180.9 - $221.2 $28,582 - $34,949
-158 Reduced 5.59%
2,668 $585,000
Q3 2023

Oct 18, 2023
SELL
$191.65 - $213.93 $4,599 - $5,134
-24 Reduced 0.84%
2,826 $550,000
Q2 2023

Jul 25, 2023
SELL
$186.22 - $205.77 $4,655 - $5,144
-25 Reduced 0.87%
2,850 $586,000
Q4 2022

Feb 01, 2023
SELL
$165.84 - $193.83 $45,937 - $53,690
-277 Reduced 8.79%
2,875 $516,000
Q3 2022

Oct 31, 2022
BUY
$170.12 - $208.72 $536,218 - $657,885
3,152 New
3,152 $538,000

Others Institutions Holding VOT

# of Institutions
1,059
Shares Held
43M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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