SMA
Sage Mountain Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
712
| – | – | 0.01% | 431 |
|
|
2025
Q1 | $114K | Sell |
712
-14
| -2% | -$2.25K | 0.01% | 406 |
|
|
2024
Q4 | $117K | Hold |
726
| – | – | 0.01% | 402 |
|
|
2024
Q3 | $122K | Hold |
726
| – | – | 0.01% | 409 |
|
|
2024
Q2 | $109K | Sell |
726
-91
| -11% | -$13.7K | 0.01% | 364 |
|
|
2024
Q1 | $127K | Buy |
817
+91
| +13% | +$14.2K | 0.01% | 337 |
|
|
2023
Q4 | $105K | Buy |
726
+677
| +1,382% | +$98.2K | 0.01% | 291 |
|
|
2023
Q3 | $6.42K | Buy |
49
+35
| +250% | +$4.58K | ﹤0.01% | 338 |
|
|
2023
Q2 | $1.94K | Hold |
14
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $1.88K | Buy |
+14
| New | +$1.88K | ﹤0.01% | 328 |
|
|
2022
Q4 | – | Sell |
-177
| Closed | -$22K | – | 316 |
|
|
2022
Q3 | $22K | Hold |
177
| – | – | 0.01% | 331 |
|
|
2022
Q2 | $23K | Hold |
177
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $27K | Hold |
177
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $27K | Buy |
177
+1
| +0.6% | +$153 | ﹤0.01% | 637 |
|
|
2021
Q3 | $25K | Hold |
176
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $25K | Buy |
176
+1
| +0.6% | +$142 | ﹤0.01% | 495 |
|
|
2021
Q1 | $24K | Buy |
175
+1
| +0.6% | +$137 | 0.01% | 425 |
|
|
2020
Q4 | $21K | Buy |
+174
| New | +$21K | 0.01% | 249 |
|