A detailed history of Montis Financial, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Montis Financial, LLC holds 2,025 shares of VIS stock, worth $473,283. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,025
Previous 2,025 -0.0%
Holding current value
$473,283
Previous $446,000 10.76%
% of portfolio
0.24%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$181.58 - $196.87 $96,237 - $104,341
530 Added 35.45%
2,025 $385,000
Q4 2022

Feb 01, 2023

BUY
$176.01 - $191.74 $26,225 - $28,569
149 Added 11.07%
1,495 $273,000
Q4 2020

Feb 10, 2021

BUY
N/A
1,346 New
1,346 $224,000

Others Institutions Holding VIS

About VANGUARD INDUSTRIAL ETF


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