Monticello Wealth Management »

Porch Group shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Porch Group (PRCH) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Porch Group

Tip: Access up to 7 years of quarterly data

All positions including Porch Group held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Porch Group by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $11k 14k 0.80
2023-06-30 $20k 14k 1.38
2023-03-31 $27k 14k 1.88
2022-12-31 $27k 14k 1.88
2022-09-30 $32k 14k 2.25
2022-06-30 $36k 14k 2.53

More positions owned by Monticello Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello Wealth Management

Top funds holding Porch Group

Granahan Investment Management
Vanguard Group
BlackRock
Invesco
Gilder, Gagnon, Howe & Co
Driehaus Capital Management
Divisadero Street Capital Management
D. E. Shaw & Co
Geode Capital Management
Park West Asset Management
Marshall Wace
State Street Corporation
Goldman Sachs Group
Hennessy Advisors
Portolan Capital Management

View all funds holding Porch Group