Sage Mountain Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
15,620
-4,120
| -21% | -$1.15M | 0.28% | 47 |
|
|
2025
Q1 | $5.11M | Hold |
19,740
| – | – | 0.38% | 37 |
|
|
2024
Q4 | $5.21M | Buy |
19,740
+1,789
| +10% | +$473K | 0.38% | 38 |
|
|
2024
Q3 | $4.74M | Sell |
17,951
-1,790
| -9% | -$472K | 0.4% | 34 |
|
|
2024
Q2 | $4.78M | Buy |
19,741
+17,951
| +1,003% | +$4.35M | 0.44% | 33 |
|
|
2024
Q1 | $447K | Hold |
1,790
| – | – | 0.05% | 176 |
|
|
2023
Q4 | $416K | Hold |
1,790
| – | – | 0.05% | 152 |
|
|
2023
Q3 | $373K | Hold |
1,790
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $394K | Hold |
1,790
| – | – | 0.06% | 143 |
|
|
2023
Q1 | $378K | Buy |
1,790
+7
| +0.4% | +$1.48K | 0.06% | 135 |
|
|
2022
Q4 | $363K | Buy |
1,783
+9
| +0.5% | +$1.84K | 0.08% | 90 |
|
|
2022
Q3 | $333K | Sell |
1,774
-257
| -13% | -$48.2K | 0.09% | 101 |
|
|
2022
Q2 | $400K | Buy |
2,031
+265
| +15% | +$52.2K | 0.07% | 259 |
|
|
2022
Q1 | $420K | Sell |
1,766
-65
| -4% | -$15.5K | 0.07% | 297 |
|
|
2021
Q4 | $466K | Buy |
+1,831
| New | +$466K | 0.06% | 323 |
|
|
2021
Q3 | – | Sell |
-221
| Closed | -$52K | – | 592 |
|
|
2021
Q2 | $52K | Buy |
+221
| New | +$52K | 0.01% | 473 |
|
|
2021
Q1 | – | Sell |
-126
| Closed | -$26K | – | 469 |
|
|
2020
Q4 | $26K | Buy |
+126
| New | +$26K | 0.01% | 245 |
|