SMA
Sage Mountain Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
14,444
+3,586
| +33% | +$1.57M | 0.41% | 36 |
|
|
2025
Q1 | $4.03M | Hold |
10,858
| – | – | 0.3% | 46 |
|
|
2024
Q4 | $4.46M | Hold |
10,858
| – | – | 0.33% | 40 |
|
|
2024
Q3 | $4.17M | Hold |
10,858
| – | – | 0.36% | 39 |
|
|
2024
Q2 | $4.06M | Sell |
10,858
-17
| -0.2% | -$6.36K | 0.38% | 39 |
|
|
2024
Q1 | $3.74M | Buy |
10,875
+58
| +0.5% | +$20K | 0.39% | 36 |
|
|
2023
Q4 | $3.36M | Buy |
10,817
+800
| +8% | +$249K | 0.39% | 38 |
|
|
2023
Q3 | $2.73M | Hold |
10,017
| – | – | 0.38% | 37 |
|
|
2023
Q2 | $2.83M | Hold |
10,017
| – | – | 0.4% | 37 |
|
|
2023
Q1 | $2.5M | Buy |
10,017
+9,307
| +1,311% | +$2.32M | 0.4% | 37 |
|
|
2022
Q4 | $151K | Buy |
710
+9
| +1% | +$1.92K | 0.03% | 169 |
|
|
2022
Q3 | $150K | Sell |
701
-616
| -47% | -$132K | 0.04% | 192 |
|
|
2022
Q2 | $294K | Buy |
1,317
+615
| +88% | +$137K | 0.05% | 344 |
|
|
2022
Q1 | $202K | Sell |
702
-359
| -34% | -$103K | 0.03% | 465 |
|
|
2021
Q4 | $340K | Buy |
1,061
+1
| +0.1% | +$320 | 0.04% | 412 |
|
|
2021
Q3 | $308K | Hold |
1,060
| – | – | 0.04% | 352 |
|
|
2021
Q2 | $304K | Hold |
1,060
| – | – | 0.05% | 314 |
|
|
2021
Q1 | $272K | Buy |
1,060
+359
| +51% | +$92.1K | 0.06% | 249 |
|
|
2020
Q4 | $178K | Buy |
+701
| New | +$178K | 0.06% | 185 |
|