SAGE FINANCIAL GROUP INC VNQ Holdings History
Number of Shares
194,788.00
Current Holdings Value*
$17.64 Mil
% of Portfolio
1.42%
Total Estimate Gain
$278,425.91
% of Total Estimate Gain
1.62%
SAGE FINANCIAL GROUP INC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, SAGE FINANCIAL GROUP INC held 194,788.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $17.64 Mil. This investment constitutes 1.42% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.05% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2022Q2. And since then SAGE FINANCIAL GROUP INC has made 12 purchases of VNQ, at an average price of $88.32, for a total of 194,788.00 shares. Based on historical transaction data and VNQ's current price of $89.75, SAGE FINANCIAL GROUP INC's estimated gain on his VNQ holdings is $278,425.91, reflecting a 1.62% gain to date.
SAGE FINANCIAL GROUP INC VNQ ($89.75) Holding Chart
SAGE FINANCIAL GROUP INC VNQ ($89.75) 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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