Morton Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.74M | Buy |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $5.45M | Hold |
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|
2023
Q4 | $4.98M | Hold |
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|
2023
Q3 | $4.46M | Hold |
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|
2023
Q2 | $4.62M | Hold |
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|
2023
Q1 | $4.28M | Hold |
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|
2022
Q4 | $4.01M | Sell |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $3.9M | Buy |
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|
2022
Q1 | $840K | Hold |
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|
2021
Q4 | $891K | Buy |
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