Morton Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
4,407
+323
| +8% | +$183K | 0.44% | 22 |
|
|
2025
Q1 | $2.1M | Sell |
4,084
-119
| -3% | -$61.2K | 0.41% | 22 |
|
|
2024
Q4 | $2.26M | Buy |
4,203
+2,099
| +100% | +$1.13M | 0.43% | 24 |
|
|
2024
Q3 | $1.11M | Sell |
2,104
-40
| -2% | -$21.1K | 0.22% | 41 |
|
|
2024
Q2 | $1.07M | Hold |
2,144
| – | – | 0.25% | 36 |
|
|
2024
Q1 | $1.03M | Buy |
2,144
+24
| +1% | +$11.5K | 0.28% | 35 |
|
|
2023
Q4 | $926K | Buy |
2,120
+536
| +34% | +$234K | 0.28% | 37 |
|
|
2023
Q3 | $622K | Buy |
1,584
+5
| +0.3% | +$1.96K | 0.22% | 42 |
|
|
2023
Q2 | $643K | Sell |
1,579
-2,000
| -56% | -$814K | 0.22% | 44 |
|
|
2023
Q1 | $1.35M | Buy |
3,579
+2,003
| +127% | +$753K | 0.48% | 20 |
|
|
2022
Q4 | $554K | Buy |
1,576
+5
| +0.3% | +$1.76K | 0.22% | 43 |
|
|
2022
Q3 | $516K | Buy |
1,571
+472
| +43% | +$155K | 0.23% | 42 |
|
|
2022
Q2 | $381K | Sell |
1,099
-50
| -4% | -$17.3K | 0.17% | 58 |
|
|
2022
Q1 | $477K | Buy |
1,149
+5
| +0.4% | +$2.08K | 0.2% | 49 |
|
|
2021
Q4 | $499K | Buy |
+1,144
| New | +$499K | 0.2% | 48 |
|