Sage Financial Management Group, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Sage Financial Management Group, Inc.

$289 Million
Q2 2025

A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 61,995 shares of VYM stock, worth $8.39 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

61,995

Previous 59,064 4.96%

Holding current value

$8.39 Million

Previous $7.62 Million 8.51%

% of portfolio

2.86%

Previous 2.76%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$114.78 - $133.31 $336,420 - $390,731	2,931 Added 4.96%	61,995 $8.27 Million
Q1 2025 Apr 23, 2025	SELL	$126.11 - $135.06 $261,930 - $280,519	-2,077 Reduced 3.4%	59,064 $7.62 Million
Q4 2024 Jan 23, 2025	SELL	$126.68 - $134.74 $24,829 - $26,409	-196 Reduced 0.32%	61,141 $7.8 Million
Q3 2024 Oct 17, 2024	BUY	$117.9 - $128.2 $7.23 Million - $7.86 Million	61,337 New	61,337 $7.86 Million
Q1 2024 May 01, 2024	BUY	$109.98 - $120.99 $433,651 - $477,063	3,943 Added 6.64%	63,335 $7.66 Million
Q4 2023 Jan 17, 2024	SELL	$98.71 - $111.84 $17,175 - $19,460	-174 Reduced 0.29%	59,392 $6.63 Million
Q3 2023 Oct 12, 2023	BUY	$103.32 - $110.34 $6.15 Million - $6.57 Million	59,566 New	59,566 $6.15 Million
Q1 2023 May 01, 2023	SELL	$100.82 - $111.44 $1.59 Million - $1.76 Million	-15,815 Reduced 25.46%	46,298 $4.88 Million
Q4 2022 Jan 20, 2023	BUY	$96.14 - $113.15 $1.2 Million - $1.41 Million	12,456 Added 25.08%	62,113 $6.72 Million
Q3 2022 Oct 24, 2022	SELL	$94.88 - $110.28 $1.64 Million - $1.9 Million	-17,233 Reduced 25.76%	49,657 $4.71 Million
Q2 2022 Aug 02, 2022	SELL	$99.2 - $114.57 $7,340 - $8,478	-74 Reduced 0.11%	66,890 $6.8 Million
Q1 2022 Apr 28, 2022	SELL	$107.24 - $115.01 $26,595 - $28,522	-248 Reduced 0.37%	66,964 $7.52 Million
Q4 2021 Feb 08, 2022	BUY	$104.33 - $112.16 $7.01 Million - $7.54 Million	67,212 New	67,212 $7.54 Million
Q3 2021 Oct 26, 2021	SELL	$102.3 - $108.36 $7.31 Million - $7.75 Million	-71,501 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$101.6 - $107.95 $190,398 - $202,298	1,874 Added 2.69%	71,501 $7.49 Million
Q1 2021 May 11, 2021	SELL	$90.4 - $101.83 $15.2 Million - $17.1 Million	-167,989 Reduced 70.7%	69,627 $7.04 Million
Q4 2020 Feb 08, 2021	BUY	$78.88 - $92.1 $12.6 Million - $14.7 Million	159,643 Added 204.74%	237,616 $7.14 Million
Q4 2020 Feb 08, 2021	BUY	$78.88 - $92.1 $6.15 Million - $7.18 Million	77,973 New	77,973 $7.14 Million

Others Institutions Holding VYM

# of Institutions

2,015

Shares Held

184M

Call Options Held

2.03M

Put Options Held

206K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Sage Financial Management Group, Inc. Vanguard Whitehall Fds (Vangua Transaction History