Sage Mountain Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Sage Mountain Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5M	Sell	44,011 -7,299	-14%	-$1.98M	0.81%	16
2025 Q4	$13.2M	Buy	51,310 +6,041	+13%	+$1.55M	0.7%	23
2025 Q3	$11.5M	Sell	45,269 -71	-0.2%	-$17.6K	0.66%	27
2025 Q2	$10.7M	Sell	45,340 -92	-0.2%	-$20.5K	0.7%	25
2025 Q1	$10.1M	Sell	45,432 -500	-1%	-$119K	0.74%	22
2024 Q4	$11M	Sell	45,932 -294	-0.6%	-$72.3K	0.81%	23
2024 Q3	$11M	Sell	46,226 -433	-0.9%	-$98.4K	0.93%	17
2024 Q2	$10.2M	Sell	46,659 -957	-2%	-$210K	0.94%	18
2024 Q1	$10.9M	Sell	47,616 -1,228	-3%	-$264K	1.13%	14
2023 Q4	$10.4M	Sell	48,844 -775	-2%	-$149K	1.21%	15
2023 Q3	$9.38M	Sell	49,619 -1,754	-3%	-$349K	1.29%	13
2023 Q2	$10.2M	Sell	51,373 -513	-1%	-$96.9K	1.46%	13
2023 Q1	$9.84M	Buy	51,886 +8,080	+18%	+$1.57M	1.59%	13
2022 Q4	$8.04M	Sell	43,806 -20,748	-32%	-$3.85M	1.83%	11
2022 Q3	$11M	Sell	64,554 -1,685	-3%	-$318K	2.93%	8
2022 Q2	$11.7M	Sell	66,239 -1,895	-3%	-$366K	2.06%	7
2022 Q1	$14.5M	Sell	68,134 -649	-0.9%	-$137K	2.26%	7
2021 Q4	$15.5M	Sell	68,783 -799	-1%	-$182K	1.88%	7
2021 Q3	$15.2M	Sell	69,582 -404	-0.6%	-$89.8K	2.21%	7
2021 Q2	$15.8M	Sell	69,986 -3,729	-5%	-$826K	2.61%	7
2021 Q1	$15.8M	Buy	73,715 +10,405	+16%	+$2.19M	3.37%	6
2020 Q4	$12.3M	Buy	+63,310	New	+$11.2M	4.05%	6

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return