Morton Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Hold |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $283K | Buy |
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