Morton Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Hold |
3,445
| – | – | 0.17% | 46 |
|
|
2025
Q1 | $885K | Hold |
3,445
| – | – | 0.17% | 46 |
|
|
2024
Q4 | $929K | Hold |
3,445
| – | – | 0.18% | 48 |
|
|
2024
Q3 | $907K | Hold |
3,445
| – | – | 0.18% | 46 |
|
|
2024
Q2 | $860K | Hold |
3,445
| – | – | 0.2% | 43 |
|
|
2024
Q1 | $826K | Hold |
3,445
| – | – | 0.22% | 44 |
|
|
2023
Q4 | $752K | Buy |
3,445
+89
| +3% | +$19.4K | 0.22% | 42 |
|
|
2023
Q3 | $657K | Hold |
3,356
| – | – | 0.23% | 41 |
|
|
2023
Q2 | $680K | Sell |
3,356
-300
| -8% | -$60.8K | 0.23% | 43 |
|
|
2023
Q1 | $683K | Sell |
3,656
-474
| -11% | -$88.5K | 0.24% | 44 |
|
|
2022
Q4 | $719K | Hold |
4,130
| – | – | 0.28% | 36 |
|
|
2022
Q3 | $676K | Hold |
4,130
| – | – | 0.31% | 32 |
|
|
2022
Q2 | $712K | Hold |
4,130
| – | – | 0.31% | 32 |
|
|
2022
Q1 | $861K | Hold |
4,130
| – | – | 0.35% | 29 |
|
|
2021
Q4 | $913K | Buy |
+4,130
| New | +$913K | 0.37% | 28 |
|