13F Filings History of MONUMENTAL FINANCIAL GROUP INC.

Latest 13F report
Q3 2024 - 21 Oct 2024
Value $
$269,518,120
Signature - Title
Sarah Schmidt - Consultant
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by MONUMENTAL FINANCIAL GROUP INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MONUMENTAL FINANCIAL GROUP INC. reported 42 stock holdings with total value $269,518,120 as of Q3 2024. Top holdings included IVV, VGT, QUAL, FDIS, and IBDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 42 $269,518,120 +$40,064,370 -$8,128,743 +$31,935,627 IVV, VGT, QUAL, FDIS, IBDV 13F-HR 21 Oct 2024, 16:11
Q2 2024 41 $226,191,836 +$61,261,152 -$26,040,736 +$35,220,416 VGT, IVV, QUAL, FDIS, IBTG 13F-HR 05 Aug 2024, 11:42
Q1 2024 40 $188,024,297 +$13,094,630 -$2,853,411 +$10,241,219 QUAL, IVV, VGT, FDIS, BSV 13F-HR 16 Apr 2024, 15:18
Q4 2023 41 $167,689,293 +$20,588,703 -$16,105,037 +$4,483,666 QUAL, IVV, VGT, FDIS, BSV 13F-HR 05 Feb 2024, 11:49
Q3 2023 42 $150,225,060 +$19,738,581 -$13,594,638 +$6,143,943 QUAL, IVV, VGT, VGIT, VGSH 13F-HR 13 Oct 2023, 13:52
Q2 2023 44 $148,607,848 +$37,895,223 -$33,843,909 +$4,051,314 QUAL, IVV, VGIT, VGT, VGSH 13F-HR 11 Jul 2023, 15:02
Q1 2023 79 $139,723,000 +$9,727,292 -$264,318 +$9,462,974 IVV, VGSH, VGT, BSV, QUAL 13F-HR 03 May 2023, 12:54
Q4 2022 49 $123,879,000 +$33,809,481 -$20,407,807 +$13,401,674 IVV, VGSH, BSV, QUAL, VUSB 13F-HR 30 Jan 2023, 14:46
Q3 2022 32 $105,605,000 +$13,530,904 -$11,857,762 +$1,673,142 IVV, VGSH, QUAL, VGT, BSV 13F-HR 13 Oct 2022, 11:59
Q2 2022 37 $108,831,000 +$15,567,688 -$12,415,559 +$3,152,129 IVV, VGSH, QUAL, VGT, BSV 13F-HR 28 Jul 2022, 15:37
Q1 2022 56 $120,917,000 +$23,471,805 -$33,508,307 -$10,036,502 IVV, QUAL, VGT, VGSH, FDIS 13F-HR 11 May 2022, 13:03
Q4 2021 22 $139,587,000 +$8,562,600 -$339,976 +$8,222,624 IVV, VGIT, QUAL, BSV, SCHP 13F-HR 07 Feb 2022, 12:58
Q3 2021 22 $125,202,000 +$12,263,405 -$3,650,870 +$8,612,535 IVV, VGIT, QUAL, BSV, SCHP 13F-HR 18 Oct 2021, 14:43
Q2 2021 98 $116,921,000 +$56,537,305 -$49,558,737 +$6,978,568 IVV, VGIT, QUAL, BSV, SCHP 13F-HR 12 Aug 2021, 13:34
Q1 2021 49 $104,729,000 $0 $0 $0 VGIT, VGT, VCIT, SCHP, MTUM 13F-HR 14 May 2021, 13:43