A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Value ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,491 shares of VTV stock, worth $255,974. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,491
Previous 1,491 -0.0%
Holding current value
$255,974
Previous $239 Million 8.83%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$154.57 - $163.65 $28,750 - $30,438
-186 Reduced 11.09%
1,491 $239 Million
Q1 2024

Apr 12, 2024

SELL
$147.46 - $162.86 $113,544 - $125,402
-770 Reduced 31.47%
1,677 $273 Million
Q4 2023

Jan 18, 2024

BUY
$131.82 - $149.95 $52,068 - $59,230
395 Added 19.25%
2,447 $366 Million
Q3 2023

Dec 05, 2023

SELL
$137.93 - $147.18 $29,930 - $31,938
-217 Reduced 9.56%
2,052 $283 Million
Q2 2023

Dec 05, 2023

BUY
$134.74 - $142.42 $94,048 - $99,409
698 Added 44.43%
2,269 $322 Million
Q1 2023

Dec 05, 2023

BUY
$132.13 - $144.96 $1,585 - $1,739
12 Added 0.77%
1,571 $217 Million
Q4 2022

Dec 05, 2023

SELL
$124.69 - $146.24 $19,326 - $22,667
-155 Reduced 9.04%
1,559 $219 Million
Q3 2022

Dec 05, 2023

SELL
$123.48 - $143.43 $149,904 - $174,124
-1,214 Reduced 41.46%
1,714 $212 Million
Q2 2022

Dec 05, 2023

BUY
$128.01 - $150.8 $173,453 - $204,334
1,355 Added 86.14%
2,928 $386 Million
Q4 2021

Dec 05, 2023

BUY
$136.43 - $147.24 $214,604 - $231,608
1,573 New
1,573 $231 Million

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Morton Capital Management Llc/Ca Portfolio

Follow Morton Capital Management Llc/Ca and customize your updates to receive the information that matters most to you.

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.