Morton Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.75M | Sell |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $381K | Sell |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $499K | Buy |
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