A detailed history of Montis Financial, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Montis Financial, LLC holds 2,002 shares of VGT stock, worth $1.17 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,002
Previous 2,202 9.08%
Holding current value
$1.17 Million
Previous $1.07 Million 1.5%
% of portfolio
0.5%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$462.18 - $530.16 $92,436 - $106,032
-200 Reduced 9.08%
2,002 $1.05 Million
Q3 2023

Oct 31, 2023

SELL
$409.4 - $459.58 $184,230 - $206,811
-450 Reduced 16.97%
2,202 $913,000
Q4 2022

Feb 01, 2023

SELL
$307.9 - $349.17 $92,370 - $104,751
-300 Reduced 10.16%
2,652 $847,000
Q2 2021

Jul 26, 2021

BUY
N/A
300 Added 11.31%
2,952 $1.18 Million
Q4 2020

Feb 10, 2021

BUY
N/A
2,652 New
2,652 $949,000

Others Institutions Holding VGT

About VANGUARD INFORMATION TECHNOLOG


  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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.