Seamount Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
25,987
+3,929
| +18% | +$505K | 1.72% | 15 |
|
|
2025
Q1 | $2.56M | Sell |
22,058
-282
| -1% | -$32.7K | 1.74% | 18 |
|
|
2024
Q4 | $2.62M | Sell |
22,340
-1,102
| -5% | -$129K | 1.81% | 14 |
|
|
2024
Q3 | $2.81M | Sell |
23,442
-457
| -2% | -$54.7K | 2.11% | 12 |
|
|
2024
Q2 | $2.69M | Buy |
23,899
+330
| +1% | +$37.2K | 2.2% | 12 |
|
|
2024
Q1 | $2.6M | Buy |
23,569
+1,144
| +5% | +$126K | 2.28% | 11 |
|
|
2023
Q4 | $2.31M | Buy |
+22,425
| New | +$2.31M | 2.21% | 12 |
|