Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Sage Financial Management Group, Inc.

$270 Million
Q4 2024

A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 639,562 shares of BIV stock, worth $48.3 Million. This represents 17.7% of its overall portfolio holdings.

Number of Shares

639,562

Previous 559,501 14.31%

Holding current value

$48.3 Million

Previous $43.8 Million 9.0%

% of portfolio

17.7%

Previous 17.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$74.5 - $78.37 $5.96 Million - $6.27 Million	80,061 Added 14.31%	639,562 $47.8 Million
Q3 2024 Oct 17, 2024	BUY	$74.26 - $78.84 $41.5 Million - $44.1 Million	559,501 New	559,501 $43.8 Million
Q1 2024 May 01, 2024	BUY	$74.51 - $76.61 $2.7 Million - $2.78 Million	36,294 Added 14.67%	283,682 $21.4 Million
Q4 2023 Jan 17, 2024	BUY	$70.49 - $76.74 $685,938 - $746,756	9,731 Added 4.09%	247,388 $18.9 Million
Q3 2023 Oct 12, 2023	BUY	$72.11 - $75.67 $17.1 Million - $18 Million	237,657 New	237,657 $17.2 Million
Q1 2023 May 01, 2023	SELL	$73.57 - $77.31 $777,782 - $817,321	-10,572 Reduced 6.25%	158,708 $12.2 Million
Q4 2022 Jan 20, 2023	BUY	$71.64 - $76.32 $1.57 Million - $1.67 Million	21,871 Added 14.84%	169,280 $12.6 Million
Q3 2022 Oct 24, 2022	SELL	$72.72 - $79.93 $1.43 Million - $1.57 Million	-19,704 Reduced 11.79%	147,409 $10.8 Million
Q2 2022 Aug 02, 2022	SELL	$75.37 - $81.44 $3.61 Million - $3.91 Million	-47,962 Reduced 22.3%	167,113 $13 Million
Q1 2022 Apr 28, 2022	BUY	$81.03 - $87.06 $608,859 - $654,168	7,514 Added 3.62%	215,075 $17.6 Million
Q4 2021 Feb 08, 2022	BUY	$87.51 - $89.66 $18.2 Million - $18.6 Million	207,561 New	207,561 $18.2 Million

Others Institutions Holding BIV

# of Institutions

985

Shares Held

175M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History