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 $3.52 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
60,007
Previous 54,622
9.86%
Holding current value
$3.52 Million
Previous $3.17 Million
11.81%
% of portfolio
3.77%
Previous 3.63%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio