Morton Capital Management Llc/Ca Vanguard Total Stock Market Et Transaction History

Morton Capital Management Llc/Ca

$531 Billion
Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 4,751 shares of VTI stock, worth $1.43 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,751

Previous 4,131 15.01%

Holding current value

$1.43 Million

Previous $1.17 Billion 17.72%

% of portfolio

0.26%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$280.04 - $302.45 $173,624 - $187,519	620 Added 15.01%	4,751 $1.38 Billion
Q2 2024 Jul 12, 2024	SELL	$245.23 - $269.4 $4.13 Million - $4.54 Million	-16,853 Reduced 80.31%	4,131 $1.11 Billion
Q4 2022 Dec 05, 2023	SELL	$179.3 - $204.18 $15,240 - $17,355	-85 Reduced 0.4%	20,984 $4.01 Billion
Q3 2022 Dec 05, 2023	BUY	$179.47 - $216.24 $70,890 - $85,414	395 Added 1.91%	21,069 $3.78 Billion
Q2 2022 Dec 05, 2023	BUY	$183.02 - $230.52 $3.11 Million - $3.91 Million	16,983 Added 460.12%	20,674 $3.9 Billion
Q4 2021 Dec 05, 2023	BUY	$221.73 - $242.96 $818,405 - $896,765	3,691 New	3,691 $891 Million

Others Institutions Holding VTI

# of Institutions

3,104

Shares Held

455M

Call Options Held

1.81M

Put Options Held

618K

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 Capital Management Llc/Ca Vanguard Total Stock Market Et Transaction History