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 $2.34 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,203

Previous 2,104 99.76%

Holding current value

$2.34 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

3,228

Shares Held

401M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Capital Management Llc/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Morton Capital Management Llc/Ca with notifications on news.

Account

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