SMA
Sage Mountain Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,271
| Closed | -$330K | – | 405 |
|
|
2022
Q2 | $330K | Sell |
4,271
-647
| -13% | -$50K | 0.06% | 315 |
|
|
2022
Q1 | $459K | Hold |
4,918
| – | – | 0.07% | 279 |
|
|
2021
Q4 | $475K | Hold |
4,918
| – | – | 0.06% | 319 |
|
|
2021
Q3 | $456K | Buy |
+4,918
| New | +$456K | 0.07% | 275 |
|