Morton Capital Management LLC/CA's ownership history for VYM

Morton Capital Management LLC/CA currently holds 9.7K shares with a market value of $1.4M. It started holding VYM on 2024-09-30. At its peak, it held 9.7K shares on 2026-03-31. Its highest holding value was $1.4M on 2026-03-31. At its lowest, it held 7.9K shares on 2024-09-30, with a value of $1.0M on 2024-12-31. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 480. In the recent year, Morton Capital Management LLC/CA has increased its shares by 766.