Seamount Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
6,250
+624
+11% +$178K 0.92% 32
2025
Q1
$1.45M Buy
5,626
+233
+4% +$59.9K 0.98% 26
2024
Q4
$1.45M Sell
5,393
-59
-1% -$15.9K 1% 26
2024
Q3
$1.44M Buy
5,452
+155
+3% +$40.8K 1.08% 23
2024
Q2
$1.32M Buy
5,297
+100
+2% +$25K 1.08% 24
2024
Q1
$1.25M Sell
5,197
-200
-4% -$48K 1.09% 24
2023
Q4
$1.18M Buy
+5,397
New +$1.18M 1.13% 25