Sage Mountain Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Hold |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $20K | Buy |
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