Sage Mountain Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Sell
2025
Q2
$266K Hold
2025
Q1
$254K Hold
2024
Q4
$279K Hold
2024
Q3
$284K Hold
2024
Q2
$258K Hold
2024
Q1
$267K Hold
2023
Q4
$261K Hold
2023
Q3
$230K Buy