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

Morton Brown Family Wealth, LLC

$287 Million
Q4 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 13,494 shares of VXUS stock, worth $853,360. This represents 0.28% of its overall portfolio holdings.

Number of Shares

13,494

Previous 13,490 0.03%

Holding current value

$853,360

Previous $873,000 8.93%

% of portfolio

0.28%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$58.88 - $64.8 $235 - $259	4 Added 0.03%	13,494 $795,000
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

1,367

Shares Held

330M

Call Options Held

56.5K

Put Options Held

84.1K

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About VANGUARD STAR FD VANGUARD TOTA

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