Number of Shares
606,927.00
Current Holdings Value*
$36.82 Mil
% of Portfolio
2.97%
Total Estimate Gain
$9.63 Mil
% of Total Estimate Gain
12.97%

SAGE FINANCIAL GROUP INC's Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 606,927.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $36.82 Mil. This investment constitutes 2.97% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.09% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2015Q1. And since then SAGE FINANCIAL GROUP INC has made 15 purchases of VEU, at an average price of $50.16, for a total of 1.48 Mil shares. In addition, there have been 18 sales at an average price of $49.26 for 874,109.00 shares. Based on historical transaction data and VEU's current price of $67.32, SAGE FINANCIAL GROUP INC's estimated gain on his VEU holdings is $9.63 Mil, reflecting a 12.97% gain to date.

SAGE FINANCIAL GROUP INC VEU ($67.32) Holding Chart

SAGE FINANCIAL GROUP INC VEU ($67.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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