Morton Capital Management Llc/Ca Vanguard Dividend Appreciation Transaction History

Morton Capital Management Llc/Ca

$609 Billion
Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 23,575 shares of VIG stock, worth $4.29 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

23,575

Previous 23,574 -0.0%

Holding current value

$4.29 Million

Previous $4.82 Billion 5.44%

% of portfolio

0.83%

Previous 0.86%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	N/A	1 Added 0.0%	23,575 $5.09 Billion
Q2 2025 Jul 23, 2025	SELL	N/A	-747 Reduced 3.07%	23,574 $4.82 Billion
Q1 2025 Apr 17, 2025	SELL	N/A	-1,030 Reduced 4.06%	24,321 $4.72 Billion
Q4 2024 Jan 14, 2025	BUY	N/A	1 Added 0.0%	25,351 $4.96 Billion
Q3 2024 Oct 08, 2024	SELL	$182.15 - $182.15 $6,557 - $6,557	-36 Reduced 0.14%	25,350 $5.02 Billion

Q1 2024 Apr 12, 2024	SELL	$168.47 - $182.98 $17,183 - $18,663	-102 Reduced 0.4%	25,386 $4.64 Billion
Q4 2023 Jan 18, 2024	SELL	$150.16 - $171.16 $25,527 - $29,097	-170 Reduced 0.66%	25,488 $4.34 Billion
Q3 2023 Dec 05, 2023	SELL	$155.38 - $166.95 $27,657 - $29,717	-178 Reduced 0.69%	25,658 $3.99 Billion
Q2 2023 Dec 05, 2023	SELL	$152.74 - $162.43 $84,617 - $89,986	-554 Reduced 2.1%	25,836 $4.2 Billion
Q1 2023 Dec 05, 2023	SELL	$147.24 - $158.33 $10,748 - $11,558	-73 Reduced 0.28%	26,390 $4.06 Billion
Q4 2022 Dec 05, 2023	SELL	$144.84 - $158.71 $1,882 - $2,063	-13 Reduced 0.05%	26,463 $4.02 Billion
Q3 2022 Dec 05, 2023	BUY	N/A	72 Added 0.27%	26,476 $3.58 Billion
Q2 2022 Dec 05, 2023	BUY	N/A	499 Added 1.93%	26,404 $3.79 Billion
Q1 2022 Dec 05, 2023	BUY	N/A	108 Added 0.42%	25,905 $4.2 Billion
Q4 2021 Dec 05, 2023	BUY	N/A	25,797 New	25,797 $4.43 Billion

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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Morton Capital Management Llc/Ca Vanguard Dividend Appreciation Transaction History