Number of Shares
397,465.00
Current Holdings Value*
$109.24 Mil
% of Portfolio
8.05%
Total Estimate Gain
$31.75 Mil
% of Total Estimate Gain
35.69%

Sage Mountain Advisors LLC's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 397,465.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $109.24 Mil. This investment constitutes 8.05% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2020Q4. And since then Sage Mountain Advisors LLC has made 16 purchases of VTI, at an average price of $223.42, for a total of 398,190.00 shares. In addition, there have been 1 sales at an average price of $221.35 for 725.00 shares. Based on historical transaction data and VTI's current price of $303.31, Sage Mountain Advisors LLC's estimated gain on his VTI holdings is $31.75 Mil, reflecting a 35.69% gain to date.

Sage Mountain Advisors LLC VTI ($303.31) Holding Chart

Sage Mountain Advisors LLC VTI ($303.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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