Sage Mountain Advisors LLC Vanguard Dividend Appreciation Transaction History

Sage Mountain Advisors LLC

  • $1.07 Billion
  • Q2 2024

A detailed history of Sage Mountain Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 4,242 shares of VIG stock, worth $772,680. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,242
Previous 3,549 19.53%
Holding current value
$772,680
Previous $648,000 19.44%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $120,117 - $128,405
693 Added 19.53%
4,242 $774,000
Q1 2023

Apr 25, 2023
BUY
$147.24 - $158.33 $2,355 - $2,533
16 Added 0.45%
3,549 $546,000
Q4 2022

Feb 01, 2023
BUY
$144.84 - $158.71 $56,197 - $61,579
388 Added 12.34%
3,533 $536,000
Q3 2022

Oct 31, 2022
BUY
N/A
16 Added 0.51%
3,145 $425,000
Q2 2022

Aug 01, 2022
SELL
N/A
-1 Reduced 0.03%
3,129 $449,000
Q1 2022

Aug 25, 2022
SELL
N/A
-123 Reduced 3.78%
3,130 $507,000
Q1 2022

May 10, 2022
SELL
N/A
-422 Reduced 11.48%
3,253 $527,000
Q4 2021

Feb 02, 2022
BUY
N/A
3,675 New
3,675 $631,000

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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