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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.1M | Buy |
|
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|
2024
Q3 | $1.72M | Buy |
|
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|
2024
Q2 | $1.25M | Buy |
|
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|
2024
Q1 | $991K | Buy |
|
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|
2023
Q4 | $830K | Sell |
|
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|
2023
Q3 | $802K | Buy |
|
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $573K | Buy |
|
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|
2022
Q4 | $525K | Sell |
|
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|
2022
Q3 | $645K | Buy |
|
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|
2022
Q2 | $697K | Buy |
|
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|
2022
Q1 | $687K | Buy |
|
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|
2021
Q4 | $488K | Buy |
|
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $204K | Buy |
|