SMA
Sage Mountain Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Hold |
6,234
| – | – | 0.05% | 174 |
|
|
2025
Q1 | $723K | Hold |
6,234
| – | – | 0.05% | 165 |
|
|
2024
Q4 | $732K | Hold |
6,234
| – | – | 0.05% | 159 |
|
|
2024
Q3 | $746K | Hold |
6,234
| – | – | 0.06% | 145 |
|
|
2024
Q2 | $702K | Buy |
6,234
+32
| +0.5% | +$3.6K | 0.06% | 132 |
|
|
2024
Q1 | $685K | Buy |
6,202
+6,142
| +10,237% | +$679K | 0.07% | 123 |
|
|
2023
Q4 | $6.17K | Hold |
60
| – | – | ﹤0.01% | 341 |
|
|
2023
Q3 | $5.59K | Hold |
60
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $5.82K | Hold |
60
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $5.53K | Buy |
+60
| New | +$5.53K | ﹤0.01% | 319 |
|
|
2022
Q4 | – | Sell |
-18,700
| Closed | -$1.48M | – | 318 |
|
|
2022
Q3 | $1.48M | Hold |
18,700
| – | – | 0.39% | 28 |
|
|
2022
Q2 | $1.6M | Buy |
+18,700
| New | +$1.6M | 0.28% | 49 |
|
|
2022
Q1 | – | Sell |
-22,010
| Closed | -$2.37M | – | 709 |
|
|
2021
Q4 | $2.37M | Sell |
22,010
-350
| -2% | -$37.6K | 0.28% | 45 |
|
|
2021
Q3 | $2.28M | Buy |
22,360
+20,192
| +931% | +$2.06M | 0.33% | 41 |
|
|
2021
Q2 | $225K | Hold |
2,168
| – | – | 0.04% | 370 |
|
|
2021
Q1 | $211K | Buy |
+2,168
| New | +$211K | 0.04% | 289 |
|