Morton Capital Management Llc/Ca Vanguard Index Fds S&P 500 ETF Transaction History

Morton Capital Management Llc/Ca

$531 Billion
Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 4,203 shares of VOO stock, worth $2.3 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,203

Previous 2,104 99.76%

Holding current value

$2.3 Million

Previous $1.11 Billion 103.95%

% of portfolio

0.43%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $1.1 Million - $1.17 Million	2,099 Added 99.76%	4,203 $2.26 Billion
Q3 2024 Oct 08, 2024	SELL	$475.2 - $527.7 $19,008 - $21,108	-40 Reduced 1.87%	2,104 $1.11 Billion
Q1 2024 Apr 12, 2024	BUY	$429.43 - $481.35 $10,306 - $11,552	24 Added 1.13%	2,144 $1.03 Billion
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $202,243 - $234,869	536 Added 33.84%	2,120 $926 Million
Q3 2023 Dec 05, 2023	BUY	$392.7 - $420.68 $1,963 - $2,103	5 Added 0.32%	1,584 $622 Million
Q2 2023 Dec 05, 2023	SELL	$371.44 - $407.28 $742,880 - $814,560	-2,000 Reduced 55.88%	1,579 $643 Million
Q1 2023 Dec 05, 2023	BUY	$348.66 - $382.94 $698,365 - $767,028	2,003 Added 127.09%	3,579 $1.35 Billion
Q4 2022 Dec 05, 2023	BUY	$327.64 - $374.54 $1,638 - $1,872	5 Added 0.32%	1,576 $554 Million
Q3 2022 Dec 05, 2023	BUY	$328.3 - $395.04 $154,957 - $186,458	472 Added 42.95%	1,571 $516 Million
Q2 2022 Dec 05, 2023	SELL	$337.07 - $419.85 $16,853 - $20,992	-50 Reduced 4.35%	1,099 $381 Million
Q1 2022 Dec 05, 2023	BUY	$382.7 - $439.25 $1,913 - $2,196	5 Added 0.44%	1,149 $477 Million
Q4 2021 Dec 05, 2023	BUY	$394.21 - $439.01 $450,976 - $502,227	1,144 New	1,144 $499 Million

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Morton Capital Management Llc/Ca Vanguard Index Fds S&P 500 ETF Transaction History