Number of Shares
683,460.00
Current Holdings Value*
$30.93 Mil
% of Portfolio
2.5%
Total Estimate Gain
$6.11 Mil
% of Total Estimate Gain
11.37%

SAGE FINANCIAL GROUP INC's Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 683,460.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $30.93 Mil. This investment constitutes 2.5% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.04% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2013Q4. And since then SAGE FINANCIAL GROUP INC has made 13 purchases of VWO, at an average price of $40.81, for a total of 1.32 Mil shares. In addition, there have been 20 sales at an average price of $39.96 for 633,353.00 shares. Based on historical transaction data and VWO's current price of $50.55, SAGE FINANCIAL GROUP INC's estimated gain on his VWO holdings is $6.11 Mil, reflecting a 11.37% gain to date.

SAGE FINANCIAL GROUP INC VWO ($50.55) Holding Chart

SAGE FINANCIAL GROUP INC VWO ($50.55) 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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