Morton Brown Family Wealth, LLC Vanguard Dividend Appreciation Transaction History

Morton Brown Family Wealth, LLC

$348 Million
Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 395 shares of VIG stock, worth $71,949. This represents 0.02% of its overall portfolio holdings.

Number of Shares

395

Previous 262 50.76%

Holding current value

$71,949

Previous $47,000 51.06%

% of portfolio

0.02%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	N/A	133 Added 50.76%	395 $71,000
Q1 2025 Apr 25, 2025	BUY	N/A	1 Added 0.38%	262 $47,000
Q4 2024 Jan 31, 2025	BUY	N/A	2 Added 0.77%	261 $47,000
Q3 2024 Oct 24, 2024	BUY	$182.15 - $182.15 $40,983 - $40,983	225 Added 661.76%	259 $47,000
Q1 2024 Apr 23, 2024	SELL	$168.47 - $182.98 $8,591 - $9,331	-51 Reduced 60.0%	34 $6,000

Q4 2023 Jan 26, 2024	BUY	$150.16 - $171.16 $7,508 - $8,558	50 Added 142.86%	85 $14,000
Q3 2022 Oct 31, 2022	BUY	N/A	1 Added 2.94%	35 $5,000
Q2 2022 Jul 21, 2022	SELL	N/A	-113 Reduced 76.87%	34 $5,000
Q1 2022 Apr 20, 2022	BUY	N/A	1 Added 0.68%	147 $24,000
Q4 2021 Feb 11, 2022	BUY	N/A	146 New	146 $25,000

Others Institutions Holding VIG

# of Institutions

2,655

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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Morton Brown Family Wealth, LLC Vanguard Dividend Appreciation Transaction History