Morton Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Hold |
|
|||||
|
2025
Q2 | $983K | Hold |
|
|||||
|
2025
Q1 | $885K | Hold |
|
|||||
|
2024
Q4 | $929K | Hold |
|
|||||
|
2024
Q3 | $907K | Hold |
|
|||||
|
2024
Q2 | $860K | Hold |
|
|||||
|
2024
Q1 | $826K | Hold |
|
|||||
|
2023
Q4 | $752K | Buy |
|
|||||
|
2023
Q3 | $657K | Hold |
|
|||||
|
2023
Q2 | $680K | Sell |
|
|||||
|
2023
Q1 | $683K | Sell |
|
|||||
|
2022
Q4 | $719K | Hold |
|
|||||
|
2022
Q3 | $676K | Hold |
|
|||||
|
2022
Q2 | $712K | Hold |
|
|||||
|
2022
Q1 | $861K | Hold |
|
|||||
|
2021
Q4 | $913K | Buy |
|