Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 179,465 shares of BSV stock, worth $13.9 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

179,465

Previous 170,122 5.49%

Holding current value

$13.9 Million

Previous $13.4 Million 3.59%

% of portfolio

5.14%

Previous 5.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$77.02 - $78.58 $719,597 - $734,172	9,343 Added 5.49%	179,465 $13.9 Million
Q3 2024 Oct 17, 2024	BUY	$76.38 - $78.87 $13 Million - $13.4 Million	170,122 New	170,122 $13.4 Million
Q1 2024 May 01, 2024	SELL	$76.34 - $77.25 $7.03 Million - $7.12 Million	-92,140 Reduced 34.78%	172,759 $13.2 Million
Q4 2023 Jan 17, 2024	BUY	$74.64 - $77.03 $794,841 - $820,292	10,649 Added 4.19%	264,899 $20.4 Million
Q3 2023 Oct 12, 2023	BUY	$74.97 - $75.93 $19.1 Million - $19.3 Million	254,250 New	254,250 $19.1 Million
Q1 2023 May 01, 2023	SELL	$74.67 - $76.76 $1.38 Million - $1.41 Million	-18,430 Reduced 14.65%	107,391 $8.21 Million
Q4 2022 Jan 20, 2023	BUY	$74.07 - $75.87 $666 - $682	9 Added 0.01%	125,821 $9.47 Million
Q3 2022 Oct 24, 2022	SELL	$74.52 - $77.47 $2.11 Million - $2.19 Million	-28,331 Reduced 18.38%	125,812 $9.41 Million
Q2 2022 Aug 02, 2022	SELL	$75.68 - $77.74 $1.88 Million - $1.93 Million	-24,839 Reduced 13.88%	154,143 $11.8 Million
Q1 2022 Apr 28, 2022	BUY	$77.66 - $80.73 $172,016 - $178,816	2,215 Added 1.25%	178,982 $13.9 Million
Q4 2021 Feb 08, 2022	BUY	$80.78 - $81.98 $14.3 Million - $14.5 Million	176,767 New	176,767 $14.3 Million
Q3 2021 Oct 26, 2021	SELL	$81.9 - $82.4 $3.21 Million - $3.23 Million	-39,191 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$82.08 - $82.43 $152,586 - $153,237	1,859 Added 4.98%	39,191 $3.22 Million
Q1 2021 May 11, 2021	BUY	$82.08 - $82.89 $2.78 Million - $2.81 Million	33,854 Added 973.38%	37,332 $3.07 Million
Q4 2020 Feb 08, 2021	SELL	$82.67 - $82.96 $2.63 Million - $2.63 Million	-31,759 Reduced 90.13%	3,478 $2.92 Million
Q4 2020 Feb 08, 2021	BUY	$82.67 - $82.96 $2.91 Million - $2.92 Million	35,237 New	35,237 $2.92 Million

Others Institutions Holding BSV

# of Institutions

1,341

Shares Held

386M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Short Transaction History