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

Sage Financial Management Group, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$214.62 - $240.49 $225,351 - $252,514	1,050 Added 4.49%	24,457 $5.86 Million
Q4 2023 Jan 17, 2024	BUY	$188.0 - $219.17 $244,964 - $285,578	1,303 Added 5.89%	23,407 $5.11 Million
Q3 2023 Oct 12, 2023	BUY	$195.09 - $209.59 $4.31 Million - $4.63 Million	22,104 New	22,104 $4.33 Million
Q1 2023 May 01, 2023	SELL	$172.79 - $190.36 $1.68 Million - $1.85 Million	-9,722 Reduced 40.09%	14,530 $2.71 Million
Q4 2022 Jan 20, 2023	BUY	$162.98 - $185.93 $1.41 Million - $1.6 Million	8,631 Added 55.25%	24,252 $4.23 Million
Q3 2022 Oct 24, 2022	SELL	$163.56 - $196.95 $1.65 Million - $1.99 Million	-10,098 Reduced 39.26%	15,621 $2.56 Million
Q1 2022 Apr 28, 2022	SELL	$191.25 - $221.63 $191 - $221	-1 Reduced -0.0%	25,719 $5.36 Million
Q4 2021 Feb 08, 2022	BUY	$200.26 - $221.75 $5.15 Million - $5.7 Million	25,720 New	25,720 $5.69 Million
Q2 2021 Aug 03, 2021	SELL	$187.36 - $200.75 $5.16 Million - $5.53 Million	-27,540 Closed	0 $0
Q1 2021 May 11, 2021	SELL	$173.39 - $186.2 $2.13 Million - $2.28 Million	-12,264 Reduced 30.81%	27,540 $5.1 Million
Q4 2020 Feb 08, 2021	BUY	$152.54 - $175.74 $1.5 Million - $1.73 Million	9,820 Added 32.75%	39,804 $5.27 Million
Q4 2020 Feb 08, 2021	BUY	$152.54 - $175.74 $4.57 Million - $5.27 Million	29,984 New	29,984 $5.27 Million

1,109

102M

23K

18.6K

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