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 $1.73 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

6,419

Previous 6,142 4.51%

Holding current value

$1.73 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

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

Montis Financial, LLC Vanguard Mid Cap ETF Transaction History