Morton Capital Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
1,488
-9
| -0.6% | -$3.95K | 0.12% | 59 |
|
|
2025
Q1 | $555K | Sell |
1,497
-20
| -1% | -$7.42K | 0.11% | 65 |
|
|
2024
Q4 | $623K | Hold |
1,517
| – | – | 0.12% | 61 |
|
|
2024
Q3 | $582K | Hold |
1,517
| – | – | 0.11% | 61 |
|
|
2024
Q2 | $567K | Hold |
1,517
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $522K | Sell |
1,517
-215
| -12% | -$74K | 0.14% | 61 |
|
|
2023
Q4 | $538K | Buy |
1,732
+133
| +8% | +$41.3K | 0.16% | 56 |
|
|
2023
Q3 | $435K | Hold |
1,599
| – | – | 0.15% | 58 |
|
|
2023
Q2 | $452K | Sell |
1,599
-14
| -0.9% | -$3.96K | 0.15% | 60 |
|
|
2023
Q1 | $402K | Buy |
1,613
+41
| +3% | +$10.2K | 0.14% | 62 |
|
|
2022
Q4 | $335K | Sell |
1,572
-93
| -6% | -$19.8K | 0.13% | 64 |
|
|
2022
Q3 | $356K | Sell |
1,665
-171
| -9% | -$36.6K | 0.16% | 57 |
|
|
2022
Q2 | $409K | Sell |
1,836
-14
| -0.8% | -$3.12K | 0.18% | 54 |
|
|
2022
Q1 | $532K | Hold |
1,850
| – | – | 0.22% | 45 |
|
|
2021
Q4 | $594K | Buy |
+1,850
| New | +$594K | 0.24% | 42 |
|