Montis Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Sell |
|
|||||
|
2025
Q2 | $907K | Sell |
|
|||||
|
2025
Q1 | $961K | Buy |
|
|||||
|
2024
Q4 | $625K | Hold |
|
|||||
|
2024
Q3 | $612K | Sell |
|
|||||
|
2024
Q2 | $616K | Hold |
|
|||||
|
2024
Q1 | $592K | Sell |
|
|||||
|
2023
Q4 | $539K | Buy |
|
|||||
|
2023
Q3 | $410K | Sell |
|
|||||
|
2023
Q2 | $502K | Hold |
|
|||||
|
2023
Q1 | $464K | Sell |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q3 | $436K | Sell |
|
|||||
|
2022
Q2 | $465K | Buy |
|
|||||
|
2022
Q1 | $496K | Sell |
|
|||||
|
2021
Q4 | $526K | Hold |
|
|||||
|
2021
Q3 | $475K | Hold |
|
|||||
|
2021
Q2 | $474K | Sell |
|
|||||
|
2021
Q1 | $462K | Sell |
|
|||||
|
2020
Q4 | $537K | Buy |
|