A detailed history of Montag A & Associates Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Montag A & Associates Inc holds 1,301 shares of VTIP stock, worth $65,076. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,301
Previous 630 106.51%
Holding current value
$65,076
Previous $30,000 113.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
$48.43 - $49.9 $32,496 - $33,482
671 Added 106.51%
1,301 $64,000
Q1 2023

May 11, 2023

SELL
$46.62 - $47.83 $330,768 - $339,353
-7,095 Reduced 91.84%
630 $30,000
Q4 2022

Feb 02, 2023

BUY
$46.71 - $48.22 $4,857 - $5,014
104 Added 1.36%
7,725 $360,000
Q3 2022

Nov 09, 2022

BUY
$48.11 - $50.34 $62,206 - $65,089
1,293 Added 20.43%
7,621 $367,000
Q2 2022

Aug 10, 2022

BUY
$50.05 - $51.06 $36,136 - $36,865
722 Added 12.88%
6,328 $317,000
Q1 2022

May 02, 2022

BUY
$50.6 - $52.11 $251,785 - $259,299
4,976 Added 789.84%
5,606 $287,000
Q4 2020

Feb 12, 2021

BUY
$50.63 - $51.32 $31,896 - $32,331
630 New
630 $32,000

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