SMA
Sage Mountain Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
2,170
-54
| -2% | -$7.2K | 0.02% | 331 |
|
|
2025
Q1 | $287K | Sell |
2,224
-200
| -8% | -$25.8K | 0.02% | 311 |
|
|
2024
Q4 | $309K | Hold |
2,424
| – | – | 0.02% | 287 |
|
|
2024
Q3 | $311K | Hold |
2,424
| – | – | 0.03% | 279 |
|
|
2024
Q2 | $287K | Sell |
2,424
-2,462
| -50% | -$292K | 0.03% | 259 |
|
|
2024
Q1 | $591K | Buy |
4,886
+2,516
| +106% | +$304K | 0.06% | 137 |
|
|
2023
Q4 | $265K | Hold |
2,370
| – | – | 0.03% | 219 |
|
|
2023
Q3 | $245K | Hold |
2,370
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $251K | Hold |
2,370
| – | – | 0.04% | 206 |
|
|
2023
Q1 | $250K | Hold |
2,370
| – | – | 0.04% | 197 |
|
|
2022
Q4 | $256K | Hold |
2,370
| – | – | 0.06% | 126 |
|
|
2022
Q3 | $225K | Hold |
2,370
| – | – | 0.06% | 150 |
|
|
2022
Q2 | $241K | Buy |
+2,370
| New | +$241K | 0.04% | 382 |
|