Sage Financial Management Group, Inc. Purchases and Sells in Q3 2024

Sage Financial Management Group, Inc.

5 operations

Stock	Shares change	Price Range	Shares Held
VCSH	7.31K + 4.51%	$76.94 - $79.54 $563K - $582K	169K $13.5M
SPYG	5.43K + 4.26%	$73.38 - $84.1 $398K - $456K	133K $11M
MDY	486 + 10.89%	$523.84 - $572.02 $255K - $278K	4.95K $2.82M
SPSM	2.86K + 3.91%	$41.02 - $46.01 $117K - $131K	75.9K $3.45M
BNDX	176 + 0.58%	$48.42 - $50.35 $8.52K - $8.86K	30.6K $1.54M

40 operations

Stock	Shares change	Price Range	Shares Held
BIV	560K New	$74.26 - $78.84 $41.5M - $44.1M	560K $43.8M
IVV	55.1K New	$520.18 - $576.82 $28.7M - $31.8M	55.1K $31.8M
VEU	355K New	$56.47 - $63.69 $20M - $22.6M	355K $22.3M
SCHX	302K New	$61.11 - $67.85 $18.4M - $20.5M	302K $20.5M
BSV	170K New	$76.38 - $78.87 $13M - $13.4M	170K $13.4M
SCHG	88.8K New	$92.63 - $105.69 $8.23M - $9.39M	88.8K $9.26M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	-200 - 11.72%	$194.9 - $224.8 $39K - $45K	1.51K $318K
SPY	-9 - 0.77%	$517.38 - $573.86 $4.66K - $5.16K	1.16K $664K

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

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