Morton Capital Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $710K | Sell |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $623K | Hold |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $409K | Sell |
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|
2022
Q1 | $532K | Hold |
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|
2021
Q4 | $594K | Buy |
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