SMA
Sage Mountain Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
51,104
+1,517
| +3% | +$102K | 0.22% | 57 |
|
|
2025
Q1 | $3.01M | Sell |
49,587
-2,300
| -4% | -$140K | 0.22% | 58 |
|
|
2024
Q4 | $2.98M | Buy |
51,887
+4,006
| +8% | +$230K | 0.22% | 59 |
|
|
2024
Q3 | $3.02M | Sell |
47,881
-6,333
| -12% | -$399K | 0.26% | 51 |
|
|
2024
Q2 | $3.18M | Sell |
54,214
-12
| -0% | -$704 | 0.29% | 44 |
|
|
2024
Q1 | $3.18M | Sell |
54,226
-587
| -1% | -$34.4K | 0.33% | 42 |
|
|
2023
Q4 | $3.08M | Sell |
54,813
-28,409
| -34% | -$1.59M | 0.36% | 41 |
|
|
2023
Q3 | $4.32M | Sell |
83,222
-4,447
| -5% | -$231K | 0.59% | 26 |
|
|
2023
Q2 | $4.77M | Sell |
87,669
-2,637
| -3% | -$143K | 0.68% | 24 |
|
|
2023
Q1 | $4.83M | Sell |
90,306
-4,388
| -5% | -$235K | 0.78% | 21 |
|
|
2022
Q4 | $4.75M | Buy |
94,694
+27,352
| +41% | +$1.37M | 1.08% | 16 |
|
|
2022
Q3 | $2.99M | Sell |
67,342
-4,431
| -6% | -$197K | 0.79% | 21 |
|
|
2022
Q2 | $3.59M | Buy |
71,773
+24,511
| +52% | +$1.22M | 0.63% | 19 |
|
|
2022
Q1 | $2.72M | Buy |
+47,262
| New | +$2.72M | 0.43% | 27 |
|
|
2021
Q3 | – | Sell |
-1,392
| Closed | -$88K | – | 591 |
|
|
2021
Q2 | $88K | Hold |
1,392
| – | – | 0.01% | 452 |
|
|
2021
Q1 | $84K | Buy |
+1,392
| New | +$84K | 0.02% | 382 |
|