Sage Mountain Advisors LLC VTI Holdings History
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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