Number of Shares
22,971.00
Current Holdings Value*
$6.31 Mil
% of Portfolio
4.3%
Total Estimate Gain
$2.00 Mil
% of Total Estimate Gain
36.80%

SEAMOUNT FINANCIAL GROUP INC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, SEAMOUNT FINANCIAL GROUP INC held 22,971.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $6.31 Mil. This investment constitutes 4.3% of their stock portfolio, and SEAMOUNT FINANCIAL GROUP INC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2023Q4. And since then SEAMOUNT FINANCIAL GROUP INC has made 4 purchases of VTI, at an average price of $225.13, for a total of 24,079.00 shares. In addition, there have been 1 sales at an average price of $291.95 for 1,108.00 shares. Based on historical transaction data and VTI's current price of $308.77, SEAMOUNT FINANCIAL GROUP INC's estimated gain on his VTI holdings is $2.00 Mil, reflecting a 36.80% gain to date.

SEAMOUNT FINANCIAL GROUP INC VTI ($308.77) Holding Chart

SEAMOUNT FINANCIAL GROUP INC VTI ($308.77) 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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