Sage Mountain Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $191K | Buy |
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