SIA
SeaBridge Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
6,641
-1,821
| -22% | -$1.03M | 0.7% | 48 |
|
|
2025
Q1 | $4.35M | Sell |
8,462
-258
| -3% | -$133K | 0.94% | 31 |
|
|
2024
Q4 | $4.7M | Buy |
8,720
+8,305
| +2,001% | +$4.47M | 0.98% | 29 |
|
|
2024
Q3 | $219K | Hold |
415
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $208K | Buy |
+415
| New | +$208K | 0.05% | 144 |
|