Seamount Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
8,295
+982
| +13% | +$558K | 2.42% | 8 |
|
|
2025
Q1 | $3.76M | Buy |
7,313
+424
| +6% | +$218K | 2.56% | 8 |
|
|
2024
Q4 | $3.71M | Buy |
6,889
+699
| +11% | +$377K | 2.56% | 8 |
|
|
2024
Q3 | $3.27M | Buy |
6,190
+321
| +5% | +$169K | 2.46% | 8 |
|
|
2024
Q2 | $2.94M | Buy |
5,869
+288
| +5% | +$144K | 2.39% | 10 |
|
|
2024
Q1 | $2.68M | Buy |
5,581
+142
| +3% | +$68.3K | 2.35% | 10 |
|
|
2023
Q4 | $2.38M | Buy |
+5,439
| New | +$2.38M | 2.28% | 10 |
|