Vanguard Value ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 19k | 162.86 |
| 2023-12-31 | $2.7M | 18k | 149.50 |
| 2023-09-30 | $2.5M | 18k | 137.93 |
| 2023-06-30 | $2.4M | 17k | 142.10 |
| 2023-03-31 | $1.1M | 7.7k | 138.12 |
| 2022-12-31 | $1.1M | 7.7k | 140.38 |
| 2022-09-30 | $964k | 7.8k | 123.43 |
| 2022-06-30 | $2.9M | 22k | 131.89 |
| 2022-03-31 | $2.5M | 17k | 147.81 |
| 2021-12-31 | $2.5M | 17k | 147.10 |
| 2021-09-30 | $1.0M | 7.5k | 135.30 |
| 2021-06-30 | $1.1M | 8.1k | 137.42 |
| 2021-03-31 | $980k | 7.5k | 131.40 |
| 2020-12-31 | $818k | 6.9k | 118.98 |