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

Morton Capital Management LLC/CA currently holds 23.1K shares with a market value of $5.0M. It started holding VIG on 2024-09-30. At its peak, it held 25.4K shares on 2024-12-31. Its highest holding value was $5.1M on 2025-12-31. At its lowest, it held 23.1K shares on 2026-03-31, with a value of $4.7M on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 519. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 1.3K.