Sage Financial Management Group, Inc. Vanguard Small Cap Value ETF Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
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 $263,670. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,465
Previous 1,465
-0.0%
Holding current value
$263,670
Previous $290,000
5.86%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,700Shares Held
94.9MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$720 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio