Morton Brown Family Wealth, LLC Vanguard Star Fd Vanguard Tota Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 13,490 shares of VXUS stock, worth $806,836. This represents 0.31% of its overall portfolio holdings.

Number of Shares

13,490

Previous 13,139 2.67%

Holding current value

$806,836

Previous $792,000 10.23%

% of portfolio

0.31%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$58.03 - $65.37 $20,368 - $22,944	351 Added 2.67%	13,490 $873,000
Q2 2024 Jul 30, 2024	SELL	$57.86 - $62.21 $3,066 - $3,297	-53 Reduced 0.4%	13,139 $792,000
Q1 2024 Apr 23, 2024	BUY	$55.74 - $60.35 $1,560 - $1,689	28 Added 0.21%	13,192 $795,000
Q4 2023 Jan 26, 2024	BUY	$51.06 - $57.96 $18,994 - $21,561	372 Added 2.91%	13,164 $762,000
Q2 2023 Jul 25, 2023	SELL	$54.28 - $57.76 $3,908 - $4,158	-72 Reduced 0.56%	12,792 $717,000
Q1 2023 Apr 25, 2023	BUY	$52.07 - $56.74 $29,471 - $32,114	566 Added 4.6%	12,864 $710,000
Q4 2021 Feb 11, 2022	BUY	$61.51 - $66.09 $756,449 - $812,774	12,298 New	12,298 $782,000

Others Institutions Holding VXUS

# of Institutions

1,260

Shares Held

302M

Call Options Held

160K

Put Options Held

71.7K

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About VANGUARD STAR FD VANGUARD TOTA

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Morton Brown Family Wealth, LLC Vanguard Star Fd Vanguard Tota Transaction History