Montis Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
9,252
-2
| -0% | -$560 | 0.72% | 26 |
|
|
2025
Q1 | $2.39M | Buy |
9,254
+2,835
| +44% | +$733K | 0.7% | 26 |
|
|
2024
Q4 | $1.7M | Hold |
6,419
| – | – | 0.52% | 37 |
|
|
2024
Q3 | $1.69M | Buy |
6,419
+277
| +5% | +$73.1K | 0.6% | 26 |
|
|
2024
Q2 | $1.49M | Sell |
6,142
-47
| -0.8% | -$11.4K | 0.68% | 23 |
|
|
2024
Q1 | $1.55M | Buy |
6,189
+1
| +0% | +$250 | 0.73% | 16 |
|
|
2023
Q4 | $1.44M | Hold |
6,188
| – | – | 0.86% | 16 |
|
|
2023
Q3 | $1.29M | Hold |
6,188
| – | – | 0.86% | 15 |
|
|
2023
Q2 | $1.36M | Sell |
6,188
-9
| -0.1% | -$1.98K | 0.9% | 14 |
|
|
2023
Q1 | $1.31M | Buy |
6,197
+2
| +0% | +$422 | 1.01% | 14 |
|
|
2022
Q4 | $1.26M | Sell |
6,195
-77
| -1% | -$15.7K | 1.07% | 14 |
|
|
2022
Q3 | $1.18M | Hold |
6,272
| – | – | 1.14% | 14 |
|
|
2022
Q2 | $1.24M | Hold |
6,272
| – | – | 1.16% | 14 |
|
|
2022
Q1 | $1.49M | Hold |
6,272
| – | – | 1.17% | 15 |
|
|
2021
Q4 | $1.6M | Hold |
6,272
| – | – | 1.16% | 15 |
|
|
2021
Q3 | $1.49M | Hold |
6,272
| – | – | 1.26% | 15 |
|
|
2021
Q2 | $1.49M | Hold |
6,272
| – | – | 1.23% | 15 |
|
|
2021
Q1 | $1.41M | Sell |
6,272
-12
| -0.2% | -$2.69K | 1.31% | 14 |
|
|
2020
Q4 | $1.3M | Buy |
+6,284
| New | +$1.3M | 1.29% | 14 |
|