Sage Financial Management Group, Inc. Vanguard Transaction History
Sage Financial Management Group, Inc.
- $289 Million
- Q2 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 5,879 shares of VGSH stock, worth $344,274. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,879
Previous 6,345
7.34%
Holding current value
$344,274
Previous $372,000
6.99%
% of portfolio
0.12%
Previous 0.14%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
1,030Shares Held
274MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio