Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Sage Financial Management Group, Inc.
- $211 Million
- Q1 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 283,682 shares of BIV stock, worth $21.1 Million. This represents 10.13% of its overall portfolio holdings.
Number of Shares
283,682
Previous 247,388
14.67%
Holding current value
$21.1 Million
Previous $18.9 Million
13.2%
% of portfolio
10.13%
Previous 10.14%
Shares
9 transactions
Others Institutions Holding BIV
# of Institutions
845Shares Held
143MCall Options Held
5.3KPut Options Held
4.5K-
Envestnet Asset Management Inc16.5MShares$1.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY8.19MShares$611 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA8.05MShares$600 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO6.27MShares$467 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC5.57MShares$415 Million0.04% of portfolio