Morton Capital Management Llc/Ca Vanguard Small Cap Value ETF Transaction History

Morton Capital Management Llc/Ca

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$172.45 - $191.88 $19,141 - $21,298	111 Added 5.11%	2,282 $438 Million
Q1 2023 Dec 05, 2023	SELL	$150.22 - $177.69 $1,952 - $2,309	-13 Reduced 0.6%	2,171 $345 Million
Q4 2022 Dec 05, 2023	SELL	$147.25 - $169.54 $2,356 - $2,712	-16 Reduced 0.73%	2,184 $347 Million
Q3 2022 Dec 05, 2023	BUY	$143.4 - $172.87 $1,864 - $2,247	13 Added 0.59%	2,200 $315 Million
Q2 2022 Dec 05, 2023	BUY	$146.67 - $178.24 $320,767 - $389,810	2,187 New	2,187 $328 Million

1,541

93.4M

53.2K

22.2K

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