Sage Mountain Advisors LLC Vanguard Dividend Appreciation Transaction History

Sage Mountain Advisors LLC

$1.16 Billion
Q3 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 1,349 shares of VIG stock, worth $245,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,349

Previous 4,242 68.2%

Holding current value

$245,720

Previous $774,000 68.35%

% of portfolio

0.02%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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Sage Mountain Advisors LLC Vanguard Dividend Appreciation Transaction History