West Coast Financial’s Vontier VNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,095
| Closed | -$364K | – | 146 |
|
|
2025
Q1 | $364K | Sell |
11,095
-1,870
| -14% | -$61.4K | 0.04% | 124 |
|
|
2024
Q4 | $473K | Sell |
12,965
-573
| -4% | -$20.9K | 0.05% | 108 |
|
|
2024
Q3 | $457K | Sell |
13,538
-2,332
| -15% | -$78.7K | 0.05% | 109 |
|
|
2024
Q2 | $606K | Sell |
15,870
-3,596
| -18% | -$137K | 0.07% | 91 |
|
|
2024
Q1 | $883K | Sell |
19,466
-4,115
| -17% | -$187K | 0.11% | 81 |
|
|
2023
Q4 | $815K | Sell |
23,581
-194,301
| -89% | -$6.71M | 0.11% | 78 |
|
|
2023
Q3 | $6.74M | Buy |
217,882
+215
| +0.1% | +$6.65K | 1% | 31 |
|
|
2023
Q2 | $7.01M | Buy |
217,667
+4,625
| +2% | +$149K | 0.99% | 29 |
|
|
2023
Q1 | $5.82M | Buy |
213,042
+2,225
| +1% | +$60.8K | 0.89% | 43 |
|
|
2022
Q4 | $4.08M | Sell |
210,817
-16,867
| -7% | -$326K | 0.69% | 49 |
|
|
2022
Q3 | $3.81M | Buy |
227,684
+681
| +0.3% | +$11.4K | 0.7% | 49 |
|
|
2022
Q2 | $5.22M | Buy |
227,003
+2,687
| +1% | +$61.8K | 0.93% | 40 |
|
|
2022
Q1 | $5.7M | Buy |
224,316
+118,833
| +113% | +$3.02M | 0.87% | 43 |
|
|
2021
Q4 | $3.24M | Sell |
105,483
-2,350
| -2% | -$72.2K | 0.46% | 52 |
|
|
2021
Q3 | $3.62M | Buy |
107,833
+5,200
| +5% | +$175K | 0.58% | 49 |
|
|
2021
Q2 | $3.34M | Buy |
+102,633
| New | +$3.34M | 0.55% | 48 |
|