Morton Brown Family Wealth, LLC Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,345 shares of VOT stock, worth $609,653. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,345

Previous 2,427 3.38%

Holding current value

$609,653

Previous $557,000 2.33%

% of portfolio

0.2%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

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Morton Brown Family Wealth, LLC Vanguard Mid Cap Growth Index Transaction History