Morton Capital Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,000	Closed	-$745K	–	96
2023 Q1	$745K	Buy	+4,000	New	+$745K	0.26%	40