Montis Financial, LLC Vanguard Mid Cap ETF Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 6,419 shares of VO stock, worth $1.71 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

6,419

Previous 6,142 4.51%

Holding current value

$1.71 Million

Previous $1.49 Million 13.93%

% of portfolio

0.6%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$237.84 - $263.83 $65,881 - $73,080	277 Added 4.51%	6,419 $1.69 Million
Q2 2024 Aug 07, 2024	SELL	$234.99 - $248.98 $11,044 - $11,702	-47 Reduced 0.76%	6,142 $1.49 Million
Q1 2024 Apr 16, 2024	BUY	$225.86 - $249.86 $225 - $249	1 Added 0.02%	6,189 $1.55 Million
Q2 2023 Jul 31, 2023	SELL	$203.43 - $220.16 $1,830 - $1,981	-9 Reduced 0.15%	6,188 $1.36 Million
Q1 2023 May 11, 2023	BUY	$200.2 - $225.98 $400 - $451	2 Added 0.03%	6,197 $1.31 Million
Q4 2022 Feb 01, 2023	SELL	$186.57 - $217.26 $14,365 - $16,729	-77 Reduced 1.23%	6,195 $1.26 Million
Q1 2021 May 04, 2021	SELL	$203.74 - $225.89 $2,444 - $2,710	-12 Reduced 0.19%	6,272 $1.41 Million
Q4 2020 Feb 10, 2021	BUY	$176.14 - $208.21 $1.11 Million - $1.31 Million	6,284 New	6,284 $1.3 Million

Others Institutions Holding VO

# of Institutions

2,041

Shares Held

172M

Call Options Held

62.2K

Put Options Held

110K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Montis Financial, LLC Vanguard Mid Cap ETF Transaction History