Morton Capital Management Llc/Ca Vanguard Growth ETF Transaction History

Morton Capital Management Llc/Ca

$531 Billion
Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Growth ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,517 shares of VUG stock, worth $636,199. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,517

Previous 1,517 -0.0%

Holding current value

$636,199

Previous $582 Million 6.9%

% of portfolio

0.12%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$301.05 - $346.61 $64,725 - $74,521	-215 Reduced 12.41%	1,517 $522 Million
Q4 2023 Jan 18, 2024	BUY	$261.54 - $312.16 $34,784 - $41,517	133 Added 8.32%	1,732 $538 Million
Q2 2023 Dec 05, 2023	SELL	$243.06 - $282.96 $3,402 - $3,961	-14 Reduced 0.87%	1,599 $452 Million
Q1 2023 Dec 05, 2023	BUY	$209.25 - $249.44 $8,579 - $10,227	41 Added 2.61%	1,613 $402 Million
Q4 2022 Dec 05, 2023	SELL	$208.44 - $233.81 $19,384 - $21,744	-93 Reduced 5.59%	1,572 $335 Million
Q3 2022 Dec 05, 2023	SELL	$213.95 - $266.28 $36,585 - $45,533	-171 Reduced 9.31%	1,665 $356 Million
Q2 2022 Dec 05, 2023	SELL	$214.97 - $293.87 $3,009 - $4,114	-14 Reduced 0.76%	1,836 $409 Million
Q4 2021 Dec 05, 2023	BUY	$287.0 - $325.67 $530,950 - $602,489	1,850 New	1,850 $594 Million

Others Institutions Holding VUG

# of Institutions

2,459

Shares Held

248M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Morton Capital Management Llc/Ca Vanguard Growth ETF Transaction History