Sage Investment Advisers LLC Vanguard Transaction History
Sage Investment Advisers LLC
- $94 Million
- Q3 2024
A detailed history of Sage Investment Advisers LLC transactions in Vanguard stock. As of the latest transaction made, Sage Investment Advisers LLC holds 60,007 shares of VGSH stock, worth $3.49 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
60,007
Previous 54,622
9.86%
Holding current value
$3.49 Million
Previous $3.17 Million
11.81%
% of portfolio
3.77%
Previous 3.63%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
943Shares Held
236MCall Options Held
21.5KPut Options Held
6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio