Sage Financial Management Group, Inc. Vanguard Small Cap Value ETF Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 1,465 shares of VBR stock, worth $271,874. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,465
Previous 1,465
-0.0%
Holding current value
$271,874
Previous $294,000
1.36%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
95.9MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio