Sage Financial Management Group, Inc. Closed Holding Positions

Sage Financial Management Group, Inc.

  • $270 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2021 Filed on Aug 03, 2021
31
$209.28 - $222.82 $6.49K - $6.91K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
145
$97.42 - $106.53 $14.1K - $15.4K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2021 Filed on Aug 03, 2021
31
$364.37 - $420.89 $11.3K - $13K
TGT
Target Corp

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
101
$200.72 - $241.85 $20.3K - $24.4K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2021 Filed on Aug 03, 2021
2,350
$47.08 - $50.33 $111K - $118K
SPMD
Spdr Portfolio

ETFs
Q2 2021 Filed on Aug 03, 2021
621
$45.87 - $48.58 $28.5K - $30.2K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2021 Filed on Aug 03, 2021
741
$31.06 - $33.61 $23K - $24.9K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
332
$186.2 - $211.31 $61.8K - $70.2K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
66
$128.69 - $142.39 $8.49K - $9.4K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
60
$211.85 - $232.89 $12.7K - $14K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 03, 2021
1,246
$113.04 - $115.78 $141K - $144K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q2 2021 Filed on Aug 03, 2021
1,831
$50.46 - $50.52 $92.4K - $92.5K
META
Meta Platforms, Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
133
$296.52 - $355.64 $39.4K - $47.3K
XOM
Exxon Mobil Corp

Energy
Q2 2021 Filed on Aug 03, 2021
1,069
$55.27 - $64.66 $59.1K - $69.1K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Aug 03, 2021
124
$73.51 - $80.37 $9.12K - $9.97K
CTVA
Corteva, Inc.

Basic Materials
Q2 2021 Filed on Aug 03, 2021
839
$42.71 - $49.79 $35.8K - $41.8K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 03, 2021
38
$12.97 - $16.15 $493 - $614
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Aug 03, 2021
224
$259.0 - $414.71 $58K - $92.9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on Aug 03, 2021
1,706
$50.96 - $55.14 $86.9K - $94.1K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q2 2021 Filed on Aug 03, 2021
620
$58.22 - $62.64 $36.1K - $38.8K
CLX
Clorox CO

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
200
$172.46 - $195.89 $34.5K - $39.2K
CNS
Cohen & Steers, Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
421
$65.28 - $82.09 $27.5K - $34.6K
GOOGL
Alphabet Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
27
$106.49 - $122.54 $2.88K - $3.31K
TCI
Transcontinental Realty Investors Inc

Real Estate
Q2 2021 Filed on Aug 03, 2021
79
$19.4 - $33.77 $1.53K - $2.67K
GIS
General Mills Inc

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
400
$59.15 - $64.03 $23.7K - $25.6K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2021 Filed on Aug 03, 2021
462
$99.12 - $110.44 $45.8K - $51K
Slack Technologies Inc
Q2 2021 Filed on Aug 03, 2021
75
N/A
CC
Chemours CO

Basic Materials
Q2 2021 Filed on Aug 03, 2021
460
$27.43 - $37.88 $12.6K - $17.4K
HON
Honeywell International Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
89
$212.5 - $232.95 $18.9K - $20.7K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
570
N/A
CAT
Caterpillar Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
276
$208.86 - $244.79 $57.6K - $67.6K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2021 Filed on Aug 03, 2021
594
$51.19 - $51.33 $30.4K - $30.5K
TAL
Tal Education Group

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
100
$20.62 - $63.0 $2.06K - $6.3K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
15
$563.46 - $762.32 $8.45K - $11.4K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q1 2021 Filed on May 11, 2021
10,000
$56.95 - $68.76 $570K - $688K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 11, 2021
134,379
$36.13 - $37.14 $4.86M - $4.99M
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on May 11, 2021
60,213
$31.23 - $31.41 $1.88M - $1.89M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
15,000
$222.72 - $270.83 $3.34M - $4.06M
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