Montis Financial, LLC Vanguard Dividend Appreciation Transaction History

Montis Financial, LLC

  • $210 Million
  • Q1 2024

A detailed history of Montis Financial, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Montis Financial, LLC holds 3,332 shares of VIG stock, worth $606,923. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,332
Previous 3,332 -0.0%
Holding current value
$606,923
Previous $567,000 7.23%
% of portfolio
0.29%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 31, 2023
BUY
$155.38 - $166.95 $98,666 - $106,013
635 Added 23.54%
3,332 $517,000
Q4 2020

Feb 10, 2021
BUY
N/A
2,697 New
2,697 $371,000

Others Institutions Holding VIG

# of Institutions
2,137
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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