SMA
Sage Mountain Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Hold |
4,527
| – | – | 0.06% | 151 |
|
|
2025
Q1 | $878K | Hold |
4,527
| – | – | 0.06% | 139 |
|
|
2024
Q4 | $887K | Buy |
4,527
+3,178
| +236% | +$622K | 0.06% | 134 |
|
|
2024
Q3 | $267K | Sell |
1,349
-2,893
| -68% | -$573K | 0.02% | 308 |
|
|
2024
Q2 | $774K | Buy |
4,242
+693
| +20% | +$126K | 0.07% | 120 |
|
|
2024
Q1 | $648K | Hold |
3,549
| – | – | 0.07% | 127 |
|
|
2023
Q4 | $605K | Hold |
3,549
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $551K | Hold |
3,549
| – | – | 0.08% | 110 |
|
|
2023
Q2 | $576K | Hold |
3,549
| – | – | 0.08% | 103 |
|
|
2023
Q1 | $547K | Buy |
3,549
+16
| +0.5% | +$2.46K | 0.09% | 95 |
|
|
2022
Q4 | $536K | Buy |
3,533
+388
| +12% | +$58.9K | 0.12% | 68 |
|
|
2022
Q3 | $425K | Buy |
3,145
+16
| +0.5% | +$2.16K | 0.11% | 82 |
|
|
2022
Q2 | $449K | Sell |
3,129
-1
| -0% | -$143 | 0.08% | 243 |
|
|
2022
Q1 | $507K | Sell |
3,130
-545
| -15% | -$88.3K | 0.08% | 256 |
|
|
2021
Q4 | $631K | Buy |
+3,675
| New | +$631K | 0.08% | 251 |
|