Vanguard S&p 500 Etf idx shares owned by Montis Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $612k | 1.2k | 527.67 |
| 2024-06-30 | $616k | 1.2k | 500.13 |
| 2024-03-31 | $592k | 1.2k | 480.70 |
| 2023-12-31 | $539k | 1.2k | 436.80 |
| 2023-09-30 | $410k | 1.0k | 392.70 |
| 2023-06-30 | $502k | 1.2k | 407.28 |
| 2023-03-31 | $464k | 1.2k | 376.07 |
| 2022-12-31 | $477k | 1.4k | 351.41 |
| 2022-09-30 | $436k | 1.3k | 328.07 |
| 2022-06-30 | $465k | 1.3k | 346.76 |
| 2022-03-31 | $496k | 1.2k | 415.41 |
| 2021-12-31 | $526k | 1.2k | 436.88 |
| 2021-09-30 | $475k | 1.2k | 394.52 |
| 2021-06-30 | $474k | 1.2k | 393.69 |
| 2021-03-31 | $462k | 1.3k | 368.42 |
| 2020-12-31 | $537k | 1.6k | 344.01 |