Sage Mountain Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Sell |
157,913
-22,923
| -13% | -$1.35M | 0.6% | 28 |
|
|
2025
Q1 | $10.6M | Buy |
180,836
+85,055
| +89% | +$4.99M | 0.78% | 20 |
|
|
2024
Q4 | $5.57M | Buy |
95,781
+46,230
| +93% | +$2.69M | 0.41% | 35 |
|
|
2024
Q3 | $2.92M | Sell |
49,551
-747
| -1% | -$44.1K | 0.25% | 53 |
|
|
2024
Q2 | $2.92M | Buy |
50,298
+1,021
| +2% | +$59.2K | 0.27% | 50 |
|
|
2024
Q1 | $2.86M | Sell |
49,277
-13,609
| -22% | -$790K | 0.3% | 50 |
|
|
2023
Q4 | $3.67M | Sell |
62,886
-2,001
| -3% | -$117K | 0.43% | 35 |
|
|
2023
Q3 | $3.74M | Sell |
64,887
-47,857
| -42% | -$2.76M | 0.51% | 33 |
|
|
2023
Q2 | $6.51M | Sell |
112,744
-11,683
| -9% | -$674K | 0.93% | 18 |
|
|
2023
Q1 | $7.28M | Sell |
124,427
-6,320
| -5% | -$370K | 1.17% | 16 |
|
|
2022
Q4 | $7.56M | Sell |
130,747
-8,665
| -6% | -$501K | 1.72% | 12 |
|
|
2022
Q3 | $8.06M | Sell |
139,412
-7,088
| -5% | -$410K | 2.14% | 9 |
|
|
2022
Q2 | $8.62M | Sell |
146,500
-93,347
| -39% | -$5.49M | 1.53% | 9 |
|
|
2022
Q1 | $14.2M | Buy |
239,847
+93,347
| +64% | +$5.53M | 2.22% | 8 |
|
|
2021
Q4 | $8.91M | Hold |
146,500
| – | – | 1.07% | 12 |
|
|
2021
Q3 | $9M | Hold |
146,500
| – | – | 1.3% | 10 |
|
|
2021
Q2 | $9M | Hold |
146,500
| – | – | 1.49% | 8 |
|
|
2021
Q1 | $9.01M | Buy |
+146,500
| New | +$9.01M | 1.91% | 8 |
|