Montis Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Montis Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$622K	Sell
2025 Q2	$650K	Hold
2025 Q1	$608K	Buy