Sage Mountain Advisors LLC Vanguard Dividend Appreciation Transaction History

Sage Mountain Advisors LLC

$1.7 Billion
Q3 2025

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 4,241 shares of VIG stock, worth $772,498. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,241

Previous 4,527 6.32%

Holding current value

$772,498

Previous $824,000 6.31%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	N/A	-286 Reduced 6.32%	4,241 $772,000
Q4 2024 Feb 07, 2025	BUY	N/A	3,178 Added 235.58%	4,527 $824,000
Q3 2024 Oct 29, 2024	SELL	$182.15 - $182.15 $526,959 - $526,959	-2,893 Reduced 68.2%	1,349 $245,000
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

2,612

Shares Held

259M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Account

Sage Mountain Advisors LLC Vanguard Dividend Appreciation Transaction History