SMA
Sage Mountain Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
373,584
+105,769
| +39% | +$6.33M | 1.45% | 13 |
|
|
2025
Q1 | $15.9M | Buy |
267,815
+48,472
| +22% | +$2.88M | 1.17% | 13 |
|
|
2024
Q4 | $12.7M | Buy |
219,343
+217,540
| +12,065% | +$12.6M | 0.93% | 19 |
|
|
2024
Q3 | $109K | Hold |
1,803
| – | – | 0.01% | 418 |
|
|
2024
Q2 | $105K | Hold |
1,803
| – | – | 0.01% | 368 |
|
|
2024
Q1 | $106K | Hold |
1,803
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $107K | Hold |
1,803
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $103K | Hold |
1,803
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $106K | Hold |
1,803
| – | – | 0.02% | 277 |
|
|
2023
Q1 | $108K | Sell |
1,803
-85
| -5% | -$5.1K | 0.02% | 265 |
|
|
2022
Q4 | $110K | Buy |
1,888
+85
| +5% | +$4.97K | 0.03% | 199 |
|
|
2022
Q3 | $105K | Hold |
1,803
| – | – | 0.03% | 253 |
|
|
2022
Q2 | $110K | Hold |
1,803
| – | – | 0.02% | 505 |
|
|
2022
Q1 | $113K | Hold |
1,803
| – | – | 0.02% | 527 |
|
|
2021
Q4 | $120K | Hold |
1,803
| – | – | 0.01% | 577 |
|
|
2021
Q3 | $122K | Hold |
1,803
| – | – | 0.02% | 480 |
|
|
2021
Q2 | $122K | Hold |
1,803
| – | – | 0.02% | 435 |
|
|
2021
Q1 | $121K | Buy |
+1,803
| New | +$121K | 0.03% | 357 |
|