Number of Shares
82,564.00
Current Holdings Value*
$42.43 Mil
% of Portfolio
3.13%
Total Estimate Gain
$22.79 Mil
% of Total Estimate Gain
68.69%

Sage Mountain Advisors LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 82,564.00 shares of Vanguard S&P 500 ETF(VOO), totaling $42.43 Mil. This investment constitutes 3.13% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2020Q4. And since then Sage Mountain Advisors LLC has made 4 purchases of VOO, at an average price of $333.04, for a total of 99,616.00 shares. In addition, there have been 13 sales at an average price of $463.45 for 17,052.00 shares. Based on historical transaction data and VOO's current price of $582.11, Sage Mountain Advisors LLC's estimated gain on his VOO holdings is $22.79 Mil, reflecting a 68.69% gain to date.

Sage Mountain Advisors LLC VOO ($582.11) Holding Chart

Sage Mountain Advisors LLC VOO ($582.11) 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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