SMA
Sage Mountain Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
5,638
| – | – | 0.1% | 94 |
|
|
2025
Q1 | $1.42M | Sell |
5,638
-102
| -2% | -$25.7K | 0.1% | 90 |
|
|
2024
Q4 | $1.61M | Hold |
5,740
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $1.53M | Hold |
5,740
| – | – | 0.13% | 79 |
|
|
2024
Q2 | $1.44M | Hold |
5,740
| – | – | 0.13% | 76 |
|
|
2024
Q1 | $1.5M | Buy |
5,740
+1,999
| +53% | +$521K | 0.16% | 69 |
|
|
2023
Q4 | $904K | Hold |
3,741
| – | – | 0.1% | 87 |
|
|
2023
Q3 | $801K | Hold |
3,741
| – | – | 0.11% | 82 |
|
|
2023
Q2 | $859K | Buy |
+3,741
| New | +$859K | 0.12% | 77 |
|
|
2022
Q1 | – | Sell |
-7,902
| Closed | -$2.23M | – | 704 |
|
|
2021
Q4 | $2.23M | Buy |
+7,902
| New | +$2.23M | 0.27% | 49 |
|