Sage Mountain Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$339K Hold
2025
Q1
$318K Hold
2024
Q4
$340K Hold
2024
Q3
$341K Hold
2024
Q2
$320K Hold
2024
Q1
$332K Hold
2023
Q4
$303K Hold
2023
Q3
$273K Buy