Montis Financial, LLC Vanguard Mortg Backed Sec ETF Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Montis Financial, LLC holds 21,399 shares of VMBS stock, worth $1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
21,399
Previous 30,369 29.54%
Holding current value
$1 Million
Previous $1.41 Million 28.64%
% of portfolio
0.23%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$45.72 - $47.27 $410,108 - $424,011
-8,970 Reduced 29.54%
21,399 $1 Million
Q2 2025

Jul 17, 2025
SELL
$45.2 - $46.6 $643,060 - $662,978
-14,227 Reduced 31.9%
30,369 $1.41 Million
Q1 2025

May 02, 2025
SELL
$44.68 - $46.49 $445,995 - $464,063
-9,982 Reduced 18.29%
44,596 $2.07 Million
Q4 2024

Feb 10, 2025
BUY
$45.17 - $47.23 $2.47 Million - $2.58 Million
54,578 New
54,578 $2.47 Million

Others Institutions Holding VMBS

# of Institutions
715
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email