Number of Shares
60,832.00
Current Holdings Value*
$31.26 Mil
% of Portfolio
2.52%
Total Estimate Gain
$20.22 Mil
% of Total Estimate Gain
79.36%

SAGE FINANCIAL GROUP INC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 60,832.00 shares of Vanguard S&P 500 ETF(VOO), totaling $31.26 Mil. This investment constitutes 2.52% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2015Q4. And since then SAGE FINANCIAL GROUP INC has made 20 purchases of VOO, at an average price of $263.19, for a total of 96,801.00 shares. In addition, there have been 7 sales at an average price of $294.27 for 35,969.00 shares. Based on historical transaction data and VOO's current price of $577.18, SAGE FINANCIAL GROUP INC's estimated gain on his VOO holdings is $20.22 Mil, reflecting a 79.36% gain to date.

SAGE FINANCIAL GROUP INC VOO ($577.18) Holding Chart

SAGE FINANCIAL GROUP INC VOO ($577.18) 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 %

Top Ranked Articles

  • 1