Vanguard Personalized Indexing Management’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
18,289
-729
| -4% | -$80.6K | 0.02% | 563 |
|
|
2025
Q1 | $1.82M | Sell |
19,018
-2,569
| -12% | -$245K | 0.03% | 524 |
|
|
2024
Q4 | $2.1M | Buy |
21,587
+2,536
| +13% | +$246K | 0.03% | 468 |
|
|
2024
Q3 | $1.72M | Buy |
19,051
+4,077
| +27% | +$368K | 0.03% | 522 |
|
|
2024
Q2 | $1.25M | Buy |
14,974
+4,826
| +48% | +$403K | 0.02% | 582 |
|
|
2024
Q1 | $991K | Buy |
10,148
+1,759
| +21% | +$172K | 0.02% | 663 |
|
|
2023
Q4 | $830K | Sell |
8,389
-1,115
| -12% | -$110K | 0.02% | 747 |
|
|
2023
Q3 | $802K | Buy |
9,504
+1,847
| +24% | +$156K | 0.02% | 673 |
|
|
2023
Q2 | $691K | Buy |
7,657
+1,227
| +19% | +$111K | 0.02% | 753 |
|
|
2023
Q1 | $573K | Buy |
6,430
+634
| +11% | +$56.5K | 0.02% | 804 |
|
|
2022
Q4 | $525K | Sell |
5,796
-1,564
| -21% | -$142K | 0.02% | 784 |
|
|
2022
Q3 | $645K | Buy |
7,360
+110
| +2% | +$9.64K | 0.03% | 680 |
|
|
2022
Q2 | $697K | Buy |
7,250
+1,425
| +24% | +$137K | 0.03% | 644 |
|
|
2022
Q1 | $687K | Buy |
5,825
+1,295
| +29% | +$153K | 0.03% | 660 |
|
|
2021
Q4 | $488K | Buy |
4,530
+1,876
| +71% | +$202K | 0.03% | 709 |
|
|
2021
Q3 | $265K | Buy |
+2,654
| New | +$265K | 0.02% | 819 |
|
|
2021
Q2 | – | Sell |
-2,293
| Closed | -$204K | – | 909 |
|
|
2021
Q1 | $204K | Buy |
+2,293
| New | +$204K | 0.03% | 671 |
|