Seamount Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
11,085
+837
| +8% | +$234K | 1.6% | 18 |
|
|
2025
Q1 | $2.65M | Buy |
10,248
+569
| +6% | +$147K | 1.8% | 15 |
|
|
2024
Q4 | $2.56M | Sell |
9,679
-186
| -2% | -$49.1K | 1.77% | 15 |
|
|
2024
Q3 | $2.6M | Buy |
9,865
+218
| +2% | +$57.5K | 1.96% | 14 |
|
|
2024
Q2 | $2.34M | Buy |
9,647
+434
| +5% | +$105K | 1.91% | 15 |
|
|
2024
Q1 | $2.3M | Buy |
9,213
+410
| +5% | +$102K | 2.02% | 13 |
|
|
2023
Q4 | $2.05M | Buy |
+8,803
| New | +$2.05M | 1.96% | 16 |
|