SMA
Sage Mountain Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Hold |
2,322
| – | – | 0.04% | 196 |
|
|
2025
Q1 | $597K | Buy |
2,322
+1
| +0% | +$257 | 0.04% | 194 |
|
|
2024
Q4 | $626K | Buy |
2,321
+2
| +0.1% | +$539 | 0.05% | 174 |
|
|
2024
Q3 | $611K | Buy |
2,319
+1,191
| +106% | +$314K | 0.05% | 166 |
|
|
2024
Q2 | $282K | Buy |
1,128
+125
| +12% | +$31.2K | 0.03% | 266 |
|
|
2024
Q1 | $240K | Hold |
1,003
| – | – | 0.03% | 289 |
|
|
2023
Q4 | $219K | Hold |
1,003
| – | – | 0.03% | 253 |
|
|
2023
Q3 | $196K | Hold |
1,003
| – | – | 0.03% | 256 |
|
|
2023
Q2 | $203K | Hold |
1,003
| – | – | 0.03% | 249 |
|
|
2023
Q1 | $187K | Sell |
1,003
-96
| -9% | -$17.9K | 0.03% | 240 |
|
|
2022
Q4 | $191K | Buy |
+1,099
| New | +$191K | 0.04% | 160 |
|