Seamount Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
24,349
+1,378
| +6% | +$419K | 3.81% | 6 |
|
|
2025
Q1 | $6.31M | Buy |
22,971
+47
| +0.2% | +$12.9K | 4.3% | 4 |
|
|
2024
Q4 | $6.64M | Sell |
22,924
-1,108
| -5% | -$321K | 4.59% | 4 |
|
|
2024
Q3 | $6.8M | Buy |
24,032
+1,664
| +7% | +$471K | 5.12% | 3 |
|
|
2024
Q2 | $5.98M | Buy |
22,368
+211
| +1% | +$56.4K | 4.88% | 3 |
|
|
2024
Q1 | $5.76M | Buy |
22,157
+14
| +0.1% | +$3.64K | 5.05% | 3 |
|
|
2023
Q4 | $5.25M | Buy |
+22,143
| New | +$5.25M | 5.03% | 3 |
|