Sage Mountain Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sage Mountain Advisors LLC

$1.35 Billion
Q4 2024

A detailed history of Sage Mountain Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 86,115 shares of VOO stock, worth $48.3 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

86,115

Previous 89,187 3.44%

Holding current value

$48.3 Million

Previous $47.1 Million 1.41%

% of portfolio

3.43%

Previous 4.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$521.84 - $558.82 $1.6 Million - $1.72 Million	-3,072 Reduced 3.44%	86,115 $46.4 Million
Q3 2024 Oct 29, 2024	SELL	$475.2 - $527.7 $211,939 - $235,354	-446 Reduced 0.5%	89,187 $47.1 Million
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $424,153 - $469,988	-932 Reduced 1.03%	89,633 $44.8 Million
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $32,207 - $36,101	-75 Reduced 0.08%	90,565 $43.5 Million
Q4 2023 Feb 01, 2024	SELL	$377.32 - $438.19 $183,377 - $212,960	-486 Reduced 0.53%	90,640 $39.6 Million
Q3 2023 Oct 25, 2023	SELL	$392.7 - $420.68 $1.31 Million - $1.41 Million	-3,347 Reduced 3.54%	91,126 $35.8 Million
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $553,074 - $606,439	1,489 Added 1.6%	94,473 $38.5 Million
Q1 2023 Apr 25, 2023	SELL	$348.66 - $382.94 $75,659 - $83,097	-217 Reduced 0.23%	92,984 $35 Million
Q4 2022 Feb 01, 2023	BUY	$327.64 - $374.54 $371,543 - $424,728	1,134 Added 1.23%	93,201 $32.7 Million
Q3 2022 Oct 31, 2022	SELL	$328.3 - $395.04 $136,572 - $164,336	-416 Reduced 0.45%	92,067 $30.2 Million
Q2 2022 Aug 25, 2022	SELL	$337.07 - $419.85 $6,404 - $7,977	-19 Reduced 0.02%	92,483 $32.1 Million
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $591,557 - $736,836	-1,755 Reduced 1.86%	92,502 $32.1 Million
Q1 2022 Aug 25, 2022	SELL	$382.7 - $439.25 $53,195 - $61,055	-139 Reduced 0.15%	94,257 $39.1 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $11,863 - $13,616	31 Added 0.03%	94,396 $39.2 Million
Q4 2021 Feb 02, 2022	SELL	$394.21 - $439.01 $879,088 - $978,992	-2,230 Reduced 2.31%	94,365 $41.2 Million
Q3 2021 Nov 01, 2021	SELL	$390.68 - $416.73 $155,490 - $165,858	-398 Reduced 0.41%	96,595 $38.1 Million
Q2 2021 Jul 22, 2021	BUY	$368.16 - $394.32 $3,681 - $3,943	10 Added 0.01%	96,993 $38.2 Million
Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $6.68 Million - $7.2 Million	19,709 Added 25.51%	96,983 $35.3 Million
Q4 2020 Jan 21, 2021	BUY	$299.82 - $343.69 $23.2 Million - $26.6 Million	77,274 New	77,274 $26.6 Million

Others Institutions Holding VOO

# of Institutions

3,507

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Sage Mountain Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History