Sage Mountain Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Hold |
3,226
| – | – | 0.02% | 302 |
|
|
2025
Q1 | $318K | Hold |
3,226
| – | – | 0.02% | 291 |
|
|
2024
Q4 | $340K | Hold |
3,226
| – | – | 0.02% | 265 |
|
|
2024
Q3 | $341K | Hold |
3,226
| – | – | 0.03% | 258 |
|
|
2024
Q2 | $320K | Hold |
3,226
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $332K | Hold |
3,226
| – | – | 0.03% | 219 |
|
|
2023
Q4 | $303K | Hold |
3,226
| – | – | 0.04% | 199 |
|
|
2023
Q3 | $273K | Buy |
+3,226
| New | +$273K | 0.04% | 197 |
|