Morton Brown Family Wealth, LLC Vanguard Total Stock Market Et Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 5,348 shares of VTI stock, worth $1.47 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

5,348

Previous 4,753 12.52%

Holding current value

$1.47 Million

Previous $1.35 Million 15.17%

% of portfolio

0.54%

Previous 0.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$280.04 - $302.45 $166,623 - $179,957	595 Added 12.52%	5,348 $1.55 Million
Q3 2024 Oct 24, 2024	BUY	$255.18 - $283.2 $19,138 - $21,240	75 Added 1.6%	4,753 $1.35 Million
Q3 2023 Oct 18, 2023	BUY	$211.41 - $228.35 $938,660 - $1.01 Million	4,440 Added 1865.55%	4,678 $993,000
Q2 2023 Jul 25, 2023	BUY	$200.75 - $220.28 $47,778 - $52,426	238 New	238 $52,000

Others Institutions Holding VTI

# of Institutions

3,379

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Morton Brown Family Wealth, LLC Vanguard Total Stock Market Et Transaction History