Sage Financial Group Inc Vanguard Dividend Appreciation Transaction History

Sage Financial Group Inc

$1.22 Billion
Q3 2024

A detailed history of Sage Financial Group Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sage Financial Group Inc holds 1,858 shares of VIG stock, worth $338,434. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,858

Previous 1,883 1.33%

Holding current value

$338,434

Previous $343,000 1.46%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$182.15 - $182.15 $4,553 - $4,553	-25 Reduced 1.33%	1,858 $338,000
Q2 2024 Aug 02, 2024	SELL	$173.33 - $185.29 $159,116 - $170,096	-918 Reduced 32.77%	1,883 $343,000
Q1 2024 Apr 30, 2024	SELL	$168.47 - $182.98 $124,162 - $134,856	-737 Reduced 20.83%	2,801 $511,000
Q4 2023 Jan 18, 2024	BUY	$150.16 - $171.16 $118,926 - $135,558	792 Added 28.84%	3,538 $602,000
Q3 2023 Oct 12, 2023	SELL	$155.38 - $166.95 $10,876 - $11,686	-70 Reduced 2.49%	2,746 $426,000
Q2 2023 Jul 27, 2023	SELL	$152.74 - $162.43 $84,007 - $89,336	-550 Reduced 16.34%	2,816 $457,000
Q1 2023 Apr 18, 2023	SELL	$147.24 - $158.33 $55,951 - $60,165	-380 Reduced 10.14%	3,366 $518,000
Q4 2022 Jan 31, 2023	SELL	$144.84 - $158.71 $52,142 - $57,135	-360 Reduced 8.77%	3,746 $568,000
Q2 2022 Jul 25, 2022	BUY	N/A	4,106 New	4,106 $589,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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Sage Financial Group Inc Vanguard Dividend Appreciation Transaction History