Montz Harcus Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History

Montz Harcus Wealth Management LLC

$205 Million
Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 4,021 shares of VXUS stock, worth $296,991. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,021

Previous 3,992 0.73%

Holding current value

$296,991

Previous $247,000 12.15%

% of portfolio

0.14%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$55.54 - $69.09 $1,610 - $2,003	29 Added 0.73%	4,021 $277,000
Q1 2025 Apr 21, 2025	BUY	$58.01 - $64.46 $696 - $773	12 Added 0.3%	3,992 $247,000
Q4 2024 Jan 29, 2025	BUY	$58.88 - $64.8 $3,886 - $4,276	66 Added 1.69%	3,980 $234,000
Q3 2024 Oct 24, 2024	BUY	$58.03 - $65.37 $986 - $1,111	17 Added 0.44%	3,914 $253,000
Q2 2024 Jul 19, 2024	BUY	$57.86 - $62.21 $1,793 - $1,928	31 Added 0.8%	3,897 $234,000
Q1 2024 May 07, 2024	BUY	$55.74 - $60.35 $780 - $844	14 Added 0.36%	3,866 $233,000
Q4 2023 Jan 22, 2024	BUY	$51.06 - $57.96 $2,859 - $3,245	56 Added 1.48%	3,852 $223,000
Q3 2023 Nov 14, 2023	BUY	$53.3 - $58.26 $1,066 - $1,165	20 Added 0.53%	3,796 $203,000
Q2 2023 Jul 21, 2023	BUY	$54.28 - $57.76 $2,279 - $2,425	42 Added 1.12%	3,776 $211,000
Q1 2023 Apr 25, 2023	BUY	$52.07 - $56.74 $194,429 - $211,867	3,734 New	3,734 $206,000
Q2 2022 Jul 18, 2022	SELL	$51.07 - $60.88 $184,771 - $220,263	-3,618 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$55.42 - $64.7 $332 - $388	6 Added 0.17%	3,618 $216,000
Q4 2021 Mar 24, 2022	BUY	$61.51 - $66.09 $222,174 - $238,717	3,612 New	3,612 $230,000

Others Institutions Holding VXUS

# of Institutions

1,544

Shares Held

364M

Call Options Held

104K

Put Options Held

170K

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About VANGUARD STAR FD VANGUARD TOTA

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Montz Harcus Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History