Morton Brown Family Wealth, LLC Vanguard Mid Cap Growth Index Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,341 shares of VOT stock, worth $598,827. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,341
Previous 2,345
0.17%
Holding current value
$598,827
Previous $570,000
4.21%
% of portfolio
0.21%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
1,054Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$793 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$735 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$695 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$585 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$475 Million0.34% of portfolio