Sage Financial Management Group, Inc. Vanguard Transaction History

Sage Financial Management Group, Inc.

$313 Million
Q3 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 5,879 shares of VGSH stock, worth $345,979. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,879

Previous 5,879 -0.0%

Holding current value

$345,979

Previous $346,000 0.29%

% of portfolio

0.11%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$58.32 - $58.95 $27,177 - $27,470	-466 Reduced 7.34%	5,879 $346,000
Q1 2025 Apr 23, 2025	SELL	$58.07 - $58.69 $9,929 - $10,035	-171 Reduced 2.62%	6,345 $372,000
Q4 2024 Jan 23, 2025	BUY	$58.02 - $58.88 $141,336 - $143,431	2,436 Added 59.71%	6,516 $379,000
Q2 2024 Jul 18, 2024	SELL	$57.55 - $58.0 $69,808 - $70,354	-1,213 Reduced 22.92%	4,080 $237,000
Q1 2024 May 01, 2024	SELL	$57.88 - $58.54 $1.15 Million - $1.16 Million	-19,818 Reduced 78.92%	5,293 $307,000
Q4 2023 Jan 17, 2024	SELL	$57.34 - $58.41 $453,158 - $461,614	-7,903 Reduced 23.94%	25,111 $1.47 Million
Q3 2023 Oct 12, 2023	SELL	$57.47 - $57.91 $114,020 - $114,893	-1,984 Reduced 5.67%	33,014 $1.9 Million
Q2 2023 Jul 19, 2023	BUY	$57.72 - $58.69 $184,126 - $187,221	3,190 Added 10.03%	34,998 $2.02 Million
Q1 2023 May 01, 2023	SELL	$57.32 - $58.77 $387,884 - $397,696	-6,767 Reduced 17.54%	31,808 $1.86 Million
Q4 2022 Jan 20, 2023	BUY	$57.38 - $58.13 $2.21 Million - $2.24 Million	38,575 New	38,575 $2.23 Million
Q4 2021 Feb 08, 2022	SELL	$60.79 - $61.43 $365,591 - $369,440	-6,014 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$61.39 - $61.54 $369,199 - $370,101	6,014 New	6,014 $369,000
Q2 2021 Aug 03, 2021	SELL	$61.41 - $61.64 $10.6 Million - $10.6 Million	-172,296 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$61.49 - $61.63 $9.66 Million - $9.68 Million	157,022 Added 1028.03%	172,296 $10.6 Million
Q4 2020 Feb 08, 2021	SELL	$61.6 - $62.06 $11.6 Million - $11.7 Million	-188,836 Reduced 92.52%	15,274 $12.6 Million
Q4 2020 Feb 08, 2021	BUY	$61.6 - $62.06 $12.6 Million - $12.7 Million	204,110 New	204,110 $12.6 Million

Others Institutions Holding VGSH

# of Institutions

1,076

Shares Held

287M

Call Options Held

Put Options Held

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Sage Financial Management Group, Inc. Vanguard Transaction History