Sage Mountain Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,084	Closed	-$86.1K	–	519
2024 Q3	$86.1K	Sell	1,084 -129	-11%	-$10.1K	0.01%	426
2024 Q2	$93.7K	Sell	1,213 -66	-5%	-$5.08K	0.01%	372
2024 Q1	$98.9K	Hold	1,279	–	–	0.01%	348
2023 Q4	$99K	Buy	1,279 +248	+24%	+$18.8K	0.01%	292
2023 Q3	$77.5K	Hold	1,031	–	–	0.01%	296
2023 Q2	$78K	Hold	1,031	–	–	0.01%	290
2023 Q1	$78.6K	Hold	1,031	–	–	0.01%	273
2022 Q4	$77.5K	Hold	1,031	–	–	0.02%	212
2022 Q3	$77K	Hold	1,031	–	–	0.02%	274
2022 Q2	$79K	Hold	1,031	–	–	0.01%	528
2022 Q1	$81K	Buy	1,031 +30	+3%	+$2.39K	0.01%	542
2021 Q4	$81K	Hold	1,001	–	–	0.01%	596
2021 Q3	$82K	Hold	1,001	–	–	0.01%	500
2021 Q2	$83K	Hold	1,001	–	–	0.01%	455
2021 Q1	$83K	Sell	1,001 -1,414	-59%	-$117K	0.02%	384
2020 Q4	$201K	Buy	+2,415	New	+$200K	0.07%	177