Vanguard Personalized Indexing Management’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.99M Buy
22,123
+622
+3% +$86.4K 0.03% 467
2025
Q4
$2.79M Buy
21,501
+875
+4% +$111K 0.03% 486
2025
Q3
$2.69M Buy
20,626
+2,337
+13% +$277K 0.03% 486
2025
Q2
$2.02M Sell
18,289
-729
-4% -$73.5K 0.02% 563
2025
Q1
$1.82M Sell
19,018
-2,569
-12% -$254K 0.03% 524
2024
Q4
$2.1M Buy
21,587
+2,536
+13% +$240K 0.03% 468
2024
Q3
$1.72M Buy
19,051
+4,077
+27% +$348K 0.03% 522
2024
Q2
$1.25M Buy
14,974
+4,826
+48% +$438K 0.02% 582
2024
Q1
$991K Buy
10,148
+1,759
+21% +$166K 0.02% 663
2023
Q4
$830K Sell
8,389
-1,115
-12% -$93.1K 0.02% 747
2023
Q3
$802K Buy
9,504
+1,847
+24% +$162K 0.02% 673
2023
Q2
$691K Buy
7,657
+1,227
+19% +$108K 0.02% 753
2023
Q1
$573K Buy
6,430
+634
+11% +$60.2K 0.02% 804
2022
Q4
$525K Sell
5,796
-1,564
-21% -$145K 0.02% 784
2022
Q3
$645K Buy
7,360
+110
+2% +$10.6K 0.03% 680
2022
Q2
$697K Buy
7,250
+1,425
+24% +$151K 0.03% 644
2022
Q1
$687K Buy
5,825
+1,295
+29% +$150K 0.03% 660
2021
Q4
$488K Buy
4,530
+1,876
+71% +$202K 0.03% 709
2021
Q3
$265K Buy
+2,654
New +$267K 0.02% 819
2021
Q2
Sell
-2,293
Closed -$204K 909
2021
Q1
$204K Buy
+2,293
New +$187K 0.03% 671

Other funds holding BMO