SMA
Sage Mountain Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
1,846
| – | – | 0.01% | 419 |
|
|
2025
Q1 | $151K | Hold |
1,846
| – | – | 0.01% | 393 |
|
|
2024
Q4 | $148K | Sell |
1,846
-1,159
| -39% | -$93K | 0.01% | 391 |
|
|
2024
Q3 | $252K | Sell |
3,005
-110
| -4% | -$9.21K | 0.02% | 327 |
|
|
2024
Q2 | $249K | Sell |
3,115
-64
| -2% | -$5.12K | 0.02% | 300 |
|
|
2024
Q1 | $256K | Buy |
3,179
+1,846
| +138% | +$149K | 0.03% | 268 |
|
|
2023
Q4 | $108K | Buy |
1,333
+304
| +30% | +$24.7K | 0.01% | 289 |
|
|
2023
Q3 | $78.2K | Hold |
1,029
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $81.3K | Sell |
1,029
-405
| -28% | -$32K | 0.01% | 287 |
|
|
2023
Q1 | $115K | Hold |
1,434
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $111K | Hold |
1,434
| – | – | 0.03% | 198 |
|
|
2022
Q3 | $109K | Hold |
1,434
| – | – | 0.03% | 247 |
|
|
2022
Q2 | $115K | Hold |
1,434
| – | – | 0.02% | 500 |
|
|
2022
Q1 | $123K | Buy |
1,434
+50
| +4% | +$4.29K | 0.02% | 520 |
|
|
2021
Q4 | $128K | Hold |
1,384
| – | – | 0.02% | 574 |
|
|
2021
Q3 | $131K | Sell |
1,384
-235
| -15% | -$22.2K | 0.02% | 473 |
|
|
2021
Q2 | $154K | Sell |
1,619
-270
| -14% | -$25.7K | 0.03% | 415 |
|
|
2021
Q1 | $176K | Sell |
1,889
-9,651
| -84% | -$899K | 0.04% | 316 |
|
|
2020
Q4 | $1.12M | Buy |
+11,540
| New | +$1.12M | 0.37% | 38 |
|