Sage Financial Management Group, Inc. Vanguard Small Cap Value ETF Transaction History

Sage Financial Management Group, Inc.

  • $289 Million
  • Q2 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 1,427 shares of VBR stock, worth $283,202. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,427
Previous 1,465 2.59%
Holding current value
$283,202
Previous $273,000 1.83%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$162.76 - $195.77 $6,184 - $7,439
-38 Reduced 2.59%
1,427 $278,000
Q3 2024

Oct 17, 2024
BUY
$179.99 - $201.6 $263,685 - $295,344
1,465 New
1,465 $294,000
Q3 2023

Oct 12, 2023
BUY
$157.33 - $174.39 $209,878 - $232,636
1,334 New
1,334 $213,000
Q4 2022

Jan 20, 2023
BUY
$147.25 - $169.54 $196,431 - $226,166
1,334 New
1,334 $212,000

Others Institutions Holding VBR

# of Institutions
1,733
Shares Held
93M
Call Options Held
44.4K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Sage Financial Management Group, Inc. Portfolio

Follow Sage Financial Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email