Seamount Financial Group’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
3,932
-3
-0.1% -$232 0.16% 107
2025
Q1
$302K Sell
3,935
-16
-0.4% -$1.23K 0.21% 87
2024
Q4
$299K Sell
3,951
-156
-4% -$11.8K 0.21% 85
2024
Q3
$326K Sell
4,107
-325
-7% -$25.8K 0.24% 80
2024
Q2
$335K Sell
4,432
-305
-6% -$23.1K 0.27% 75
2024
Q1
$363K Buy
4,737
+49
+1% +$3.75K 0.32% 67
2023
Q4
$363K Buy
+4,688
New +$363K 0.35% 63