SMA
Sage Mountain Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.9M | Buy |
215,299
+3,553
| +2% | +$245K | 0.97% | 17 |
|
2025
Q1 | $13.1M | Sell |
211,746
-5,387
| -2% | -$335K | 0.97% | 16 |
|
2024
Q4 | $12.8M | Buy |
217,133
+676
| +0.3% | +$39.8K | 0.94% | 18 |
|
2024
Q3 | $14M | Sell |
216,457
-54
| -0% | -$3.5K | 1.19% | 13 |
|
2024
Q2 | $13.1M | Buy |
216,511
+508
| +0.2% | +$30.6K | 1.21% | 14 |
|
2024
Q1 | $13M | Buy |
216,003
+4,784
| +2% | +$288K | 1.35% | 13 |
|
2023
Q4 | $12.2M | Buy |
211,219
+13,758
| +7% | +$797K | 1.42% | 14 |
|
2023
Q3 | $10.6M | Sell |
197,461
-1,340
| -0.7% | -$71.7K | 1.45% | 12 |
|
2023
Q2 | $11.1M | Buy |
198,801
+4,780
| +2% | +$268K | 1.59% | 12 |
|
2023
Q1 | $10.7M | Buy |
194,021
+8,268
| +4% | +$456K | 1.73% | 12 |
|
2022
Q4 | $9.61M | Buy |
185,753
+14,707
| +9% | +$761K | 2.19% | 10 |
|
2022
Q3 | $7.83M | Buy |
171,046
+82,821
| +94% | +$3.79M | 2.08% | 10 |
|
2022
Q2 | $4.55M | Buy |
88,225
+69,889
| +381% | +$3.61M | 0.81% | 12 |
|
2022
Q1 | $1.1M | Sell |
18,336
-1,770
| -9% | -$106K | 0.17% | 97 |
|
2021
Q4 | $1.28M | Sell |
20,106
-2,184
| -10% | -$139K | 0.15% | 104 |
|
2021
Q3 | $1.41M | Buy |
22,290
+13,128
| +143% | +$830K | 0.2% | 83 |
|
2021
Q2 | $602K | Hold |
9,162
| – | – | 0.1% | 202 |
|
2021
Q1 | $574K | Buy |
+9,162
| New | +$574K | 0.12% | 143 |
|