Sage Mountain Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
5,473
-785
| -13% | -$38.8K | 0.02% | 351 |
|
|
2025
Q1 | $283K | Hold |
6,258
| – | – | 0.02% | 314 |
|
|
2024
Q4 | $276K | Buy |
6,258
+785
| +14% | +$34.6K | 0.02% | 312 |
|
|
2024
Q3 | $262K | Hold |
5,473
| – | – | 0.02% | 315 |
|
|
2024
Q2 | $239K | Sell |
5,473
-2,394
| -30% | -$105K | 0.02% | 305 |
|
|
2024
Q1 | $329K | Buy |
7,867
+2,214
| +39% | +$92.5K | 0.03% | 221 |
|
|
2023
Q4 | $232K | Buy |
5,653
+1,106
| +24% | +$45.5K | 0.03% | 239 |
|
|
2023
Q3 | $178K | Buy |
4,547
+2,197
| +93% | +$86.2K | 0.02% | 257 |
|
|
2023
Q2 | $95.6K | Sell |
2,350
-465
| -17% | -$18.9K | 0.01% | 281 |
|
|
2023
Q1 | $114K | Sell |
2,815
-1,033
| -27% | -$41.7K | 0.02% | 261 |
|
|
2022
Q4 | $150K | Buy |
3,848
+112
| +3% | +$4.37K | 0.03% | 170 |
|
|
2022
Q3 | $136K | Sell |
3,736
-775
| -17% | -$28.2K | 0.04% | 211 |
|
|
2022
Q2 | $188K | Buy |
4,511
+717
| +19% | +$29.9K | 0.03% | 442 |
|
|
2022
Q1 | $175K | Sell |
3,794
-7,130
| -65% | -$329K | 0.03% | 483 |
|
|
2021
Q4 | $540K | Buy |
10,924
+3,374
| +45% | +$167K | 0.06% | 284 |
|
|
2021
Q3 | $378K | Buy |
7,550
+970
| +15% | +$48.6K | 0.05% | 313 |
|
|
2021
Q2 | $357K | Sell |
6,580
-3,917
| -37% | -$213K | 0.06% | 286 |
|
|
2021
Q1 | $546K | Buy |
+10,497
| New | +$546K | 0.12% | 148 |
|