Number of Shares
23,142.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
3.06%
Total Estimate Gain
$936,504.83
% of Total Estimate Gain
24.44%

SEAMOUNT FINANCIAL GROUP INC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, SEAMOUNT FINANCIAL GROUP INC held 23,142.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.49 Mil. This investment constitutes 3.06% of their stock portfolio, and SEAMOUNT FINANCIAL GROUP INC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then SEAMOUNT FINANCIAL GROUP INC has made 5 purchases of VIG, at an average price of $165.56, for a total of 23,142.00 shares. Based on historical transaction data and VIG's current price of $206.03, SEAMOUNT FINANCIAL GROUP INC's estimated gain on his VIG holdings is $936,504.83, reflecting a 24.44% gain to date.

SEAMOUNT FINANCIAL GROUP INC VIG ($206.03) Holding Chart

SEAMOUNT FINANCIAL GROUP INC VIG ($206.03) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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