Sage Mountain Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Hold |
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|
2025
Q1 | $723K | Hold |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $746K | Hold |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $6.17K | Hold |
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|
2023
Q3 | $5.59K | Hold |
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|
2023
Q2 | $5.82K | Hold |
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|
2023
Q1 | $5.53K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.48M | Hold |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $211K | Buy |
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