Morton Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
1,283
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $332K | Hold |
1,283
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $339K | Hold |
1,283
| – | – | 0.06% | 81 |
|
|
2024
Q3 | $338K | Sell |
1,283
-259
| -17% | -$68.3K | 0.07% | 79 |
|
|
2024
Q2 | $373K | Buy |
1,542
+301
| +24% | +$72.9K | 0.09% | 71 |
|
|
2024
Q1 | $310K | Sell |
1,241
-103
| -8% | -$25.7K | 0.08% | 76 |
|
|
2023
Q4 | $313K | Buy |
1,344
+178
| +15% | +$41.4K | 0.09% | 76 |
|
|
2023
Q3 | $243K | Buy |
1,166
+55
| +5% | +$11.5K | 0.09% | 77 |
|
|
2023
Q2 | $245K | Hold |
1,111
| – | – | 0.08% | 79 |
|
|
2023
Q1 | $234K | Hold |
1,111
| – | – | 0.08% | 80 |
|
|
2022
Q4 | $226K | Hold |
1,111
| – | – | 0.09% | 76 |
|
|
2022
Q3 | $209K | Hold |
1,111
| – | – | 0.1% | 77 |
|
|
2022
Q2 | $219K | Hold |
1,111
| – | – | 0.1% | 77 |
|
|
2022
Q1 | $264K | Hold |
1,111
| – | – | 0.11% | 67 |
|
|
2021
Q4 | $283K | Buy |
+1,111
| New | +$283K | 0.11% | 70 |
|