SMA
Sage Mountain Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
465,615
+41,487
| +10% | +$2.37M | 1.73% | 12 |
|
|
2025
Q1 | $21.6M | Sell |
424,128
-35,148
| -8% | -$1.79M | 1.59% | 11 |
|
|
2024
Q4 | $22M | Buy |
459,276
+68,447
| +18% | +$3.27M | 1.6% | 11 |
|
|
2024
Q3 | $20.6M | Buy |
390,829
+6,834
| +2% | +$361K | 1.76% | 11 |
|
|
2024
Q2 | $19M | Buy |
383,995
+2,769
| +0.7% | +$137K | 1.75% | 11 |
|
|
2024
Q1 | $19.1M | Buy |
381,226
+108,702
| +40% | +$5.45M | 1.99% | 9 |
|
|
2023
Q4 | $13.1M | Buy |
272,524
+110,045
| +68% | +$5.27M | 1.51% | 13 |
|
|
2023
Q3 | $7.1M | Buy |
162,479
+3,941
| +2% | +$172K | 0.98% | 16 |
|
|
2023
Q2 | $7.32M | Buy |
158,538
+30,760
| +24% | +$1.42M | 1.04% | 16 |
|
|
2023
Q1 | $5.77M | Sell |
127,778
-987
| -0.8% | -$44.6K | 0.93% | 18 |
|
|
2022
Q4 | $5.4M | Buy |
128,765
+31,543
| +32% | +$1.32M | 1.23% | 15 |
|
|
2022
Q3 | $3.54M | Sell |
97,222
-1,812
| -2% | -$65.9K | 0.94% | 16 |
|
|
2022
Q2 | $4.04M | Sell |
99,034
-86
| -0.1% | -$3.51K | 0.72% | 16 |
|
|
2022
Q1 | $4.76M | Sell |
99,120
-96,619
| -49% | -$4.64M | 0.74% | 14 |
|
|
2021
Q4 | $9.99M | Buy |
195,739
+83,612
| +75% | +$4.27M | 1.2% | 10 |
|
|
2021
Q3 | $5.66M | Buy |
112,127
+6,766
| +6% | +$342K | 0.82% | 12 |
|
|
2021
Q2 | $5.43M | Buy |
105,361
+2,728
| +3% | +$141K | 0.9% | 11 |
|
|
2021
Q1 | $5.04M | Buy |
102,633
+8,086
| +9% | +$397K | 1.07% | 11 |
|
|
2020
Q4 | $4.46M | Buy |
+94,547
| New | +$4.46M | 1.46% | 11 |
|