A detailed history of Montis Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 6,189 shares of VO stock, worth $1.49 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,189
Previous 6,188 0.02%
Holding current value
$1.49 Million
Previous $1.44 Million 7.44%
% of portfolio
0.74%
Previous 0.86%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$199.06 - $217.26 $15,327 - $16,729
-77 Reduced 1.23%
6,195 $1.26 Million
Q1 2021

May 04, 2021

SELL
N/A
-12 Reduced 0.19%
6,272 $1.41 Million
Q4 2020

Feb 10, 2021

BUY
N/A
6,284 New
6,284 $1.3 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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