Montis Financial, LLC Vanguard Mid Cap ETF Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 7,157 shares of VO stock, worth $2.05 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

7,157

Previous 9,252 22.64%

Holding current value

$2.05 Million

Previous $2.59 Million 18.78%

% of portfolio

0.49%

Previous 0.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$279.83 - $293.74 $586,243 - $615,385	-2,095 Reduced 22.64%	7,157 $2.1 Million
Q2 2025 Jul 17, 2025	SELL	$228.54 - $279.83 $457 - $559	-2 Reduced 0.02%	9,252 $2.59 Million
Q1 2025 May 02, 2025	BUY	$251.87 - $277.95 $714,051 - $787,988	2,835 Added 44.17%	9,254 $2.39 Million
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

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Montis Financial, LLC Vanguard Mid Cap ETF Transaction History