Montis Financial, LLC Vanguard Total Stock Market Et Transaction History

Montis Financial, LLC

$210 Million
Q1 2024

A detailed history of Montis Financial, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Montis Financial, LLC holds 23,582 shares of VTI stock, worth $6.36 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

23,582

Previous 23,564 0.08%

Holding current value

$6.36 Million

Previous $5.59 Million 9.64%

% of portfolio

2.92%

Previous 3.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$232.77 - $260.14 $4,189 - $4,682	18 Added 0.08%	23,582 $6.13 Million
Q3 2023 Oct 31, 2023	SELL	$211.41 - $228.35 $15,432 - $16,669	-73 Reduced 0.31%	23,564 $5.01 Million
Q2 2023 Jul 31, 2023	SELL	$200.75 - $220.28 $86,121 - $94,500	-429 Reduced 1.78%	23,637 $5.21 Million
Q4 2022 Feb 01, 2023	BUY	$187.53 - $204.18 $1,500 - $1,633	8 Added 0.03%	24,066 $4.6 Million
Q3 2022 Oct 25, 2022	SELL	N/A	-146 Reduced 0.6%	24,058 $4.32 Million

Q2 2022 Jul 27, 2022	BUY	N/A	163 Added 0.68%	24,204 $4.57 Million
Q3 2021 Oct 26, 2021	BUY	N/A	320 Added 1.35%	24,041 $5.33 Million
Q2 2021 Jul 26, 2021	BUY	N/A	1,455 Added 6.53%	23,721 $5.29 Million
Q1 2021 May 04, 2021	SELL	N/A	-237 Reduced 1.05%	22,266 $4.66 Million
Q4 2020 Feb 10, 2021	BUY	N/A	22,503 New	22,503 $4.41 Million

Others Institutions Holding VTI

# of Institutions

2,845

Shares Held

456M

Call Options Held

824K

Put Options Held

449K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Montis Financial, LLC Vanguard Total Stock Market Et Transaction History