Sage Financial Management Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Sage Financial Management Group, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$429.43 - $481.35 $125,822 - $141,035	293 Added 1.69%	17,625 $8.47 Million
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $385,998 - $448,268	-1,023 Reduced 5.57%	17,332 $7.57 Million
Q3 2023 Oct 12, 2023	BUY	$392.7 - $420.68 $7.21 Million - $7.72 Million	18,355 New	18,355 $7.21 Million
Q1 2023 May 01, 2023	SELL	$348.66 - $382.94 $978,339 - $1.07 Million	-2,806 Reduced 13.11%	18,592 $6.99 Million
Q4 2022 Jan 20, 2023	BUY	$343.59 - $374.54 $1.27 Million - $1.38 Million	3,691 Added 20.84%	21,398 $7.52 Million

Q3 2022 Oct 24, 2022	SELL	$339.63 - $395.04 $1.05 Million - $1.22 Million	-3,081 Reduced 14.82%	17,707 $5.81 Million
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $130,109 - $162,062	-386 Reduced 1.82%	20,788 $7.21 Million
Q1 2022 Apr 28, 2022	SELL	$382.7 - $439.25 $57,405 - $65,887	-150 Reduced 0.7%	21,174 $8.79 Million
Q4 2021 Feb 08, 2022	BUY	$394.21 - $439.01 $8.41 Million - $9.36 Million	21,324 New	21,324 $9.31 Million
Q2 2021 Aug 03, 2021	SELL	$368.16 - $394.32 $7.54 Million - $8.08 Million	-20,487 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$339.03 - $365.24 $6.88 Million - $7.41 Million	20,299 Added 10797.34%	20,487 $7.46 Million
Q4 2020 Feb 08, 2021	SELL	$299.82 - $343.69 $6.32 Million - $7.25 Million	-21,089 Reduced 99.12%	188 $7.31 Million
Q4 2020 Feb 08, 2021	BUY	$299.82 - $343.69 $6.38 Million - $7.31 Million	21,277 New	21,277 $7.31 Million

2,900

361M

2.32M

2.05M

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