Number of Shares
156,187.00
Current Holdings Value*
$57.92 Mil
% of Portfolio
4.68%
Total Estimate Gain
$62.70 Mil
% of Total Estimate Gain
141.84%

SAGE FINANCIAL GROUP INC's Vanguard Growth ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 156,187.00 shares of Vanguard Growth ETF(VUG), totaling $57.92 Mil. This investment constitutes 4.68% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.04% of the outstanding Vanguard Growth ETF(VUG) stock.

The initial trade took place in 2013Q4. And since then SAGE FINANCIAL GROUP INC has made 12 purchases of VUG, at an average price of $116.15, for a total of 380,583.00 shares. In addition, there have been 25 sales at an average price of $164.55 for 224,396.00 shares. Based on historical transaction data and VUG's current price of $448.04, SAGE FINANCIAL GROUP INC's estimated gain on his VUG holdings is $62.70 Mil, reflecting a 141.84% gain to date.

SAGE FINANCIAL GROUP INC VUG ($448.04) Holding Chart

SAGE FINANCIAL GROUP INC VUG ($448.04) 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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