SIA
SeaBridge Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
12,007
-1,874
| -14% | -$570K | 0.68% | 51 |
|
|
2025
Q1 | $3.81M | Buy |
13,881
+867
| +7% | +$238K | 0.82% | 32 |
|
|
2024
Q4 | $3.77M | Buy |
+13,014
| New | +$3.77M | 0.79% | 35 |
|
|
2019
Q4 | – | Sell |
-281
| Closed | -$21K | – | 261 |
|
|
2019
Q3 | $21K | Buy |
+281
| New | +$21K | 0.01% | 216 |
|
|
2017
Q1 | – | Sell |
-217
| Closed | -$25K | – | 278 |
|
|
2016
Q4 | $25K | Hold |
217
| – | – | 0.01% | 188 |
|
|
2016
Q3 | $24K | Sell |
217
-100
| -32% | -$11.1K | 0.01% | 190 |
|
|
2016
Q2 | $34K | Hold |
317
| – | – | 0.01% | 182 |
|
|
2016
Q1 | $33K | Hold |
317
| – | – | 0.01% | 183 |
|
|
2015
Q4 | $33K | Hold |
317
| – | – | 0.01% | 182 |
|
|
2015
Q3 | $31K | Hold |
317
| – | – | 0.01% | 183 |
|
|
2015
Q2 | $34K | Buy |
+317
| New | +$34K | 0.01% | 171 |
|