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
2026 Q1	$1.63M	Sell	2,721 -8	-0.3%	-$5K	0.24%	35
2025 Q4	$1.71M	Sell	2,729 -121	-4%	-$75.2K	0.26%	35
2025 Q3	$1.75M	Sell	2,850 -1,557	-35%	-$918K	0.29%	33
2025 Q2	$2.5M	Buy	4,407 +323	+8%	+$170K	0.44%	22
2025 Q1	$2.1M	Sell	4,084 -119	-3%	-$64.3K	0.41%	22
2024 Q4	$2.26M	Buy	4,203 +2,099	+100%	+$1.14M	0.43%	24
2024 Q3	$1.11M	Sell	2,104 -40	-2%	-$20.3K	0.22%	41
2024 Q2	$1.07M	Hold	2,144	–	–	0.25%	36
2024 Q1	$1.03M	Buy	2,144 +24	+1%	+$11K	0.28%	35
2023 Q4	$926K	Buy	2,120 +536	+34%	+$219K	0.28%	37
2023 Q3	$622K	Buy	1,584 +5	+0.3%	+$2.04K	0.22%	42
2023 Q2	$643K	Sell	1,579 -2,000	-56%	-$772K	0.22%	44
2023 Q1	$1.35M	Buy	3,579 +2,003	+127%	+$735K	0.48%	20
2022 Q4	$554K	Buy	1,576 +5	+0.3%	+$1.77K	0.22%	43
2022 Q3	$516K	Buy	1,571 +472	+43%	+$172K	0.23%	42
2022 Q2	$381K	Sell	1,099 -50	-4%	-$18.8K	0.17%	58
2022 Q1	$477K	Buy	1,149 +5	+0.4%	+$2.05K	0.2%	49
2021 Q4	$499K	Buy	+1,144	New	+$483K	0.2%	50