A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,565 shares of VGIT stock, worth $151,104. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,565
Previous 594 331.82%
Holding current value
$151,104
Previous $35,000 322.86%
% of portfolio
0.05%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$57.78 - $60.4 $113,884 - $119,048
1,971 Added 331.82%
2,565 $148,000
Q2 2024

Jul 30, 2024

BUY
$57.14 - $58.53 $33,941 - $34,766
594 New
594 $34,000

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


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

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC 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 Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.