Montis Financial, LLC Vanguard Dividend Appreciation Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Montis Financial, LLC holds 1,948 shares of VIG stock, worth $354,828. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,948
Previous 1,432 36.03%
Holding current value
$354,828
Previous $261,000 35.63%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$182.15 - $182.15 $93,989 - $93,989
516 Added 36.03%
1,948 $354,000
Q2 2024

Aug 07, 2024
SELL
$173.33 - $185.29 $329,327 - $352,051
-1,900 Reduced 57.02%
1,432 $261,000
Q3 2023

Oct 31, 2023
BUY
$155.38 - $166.95 $98,666 - $106,013
635 Added 23.54%
3,332 $517,000
Q4 2020

Feb 10, 2021
BUY
N/A
2,697 New
2,697 $371,000

Others Institutions Holding VIG

# of Institutions
2,238
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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