Number of Shares
354,706.00
Current Holdings Value*
$61.27 Mil
% of Portfolio
4.95%
Total Estimate Gain
$31.43 Mil
% of Total Estimate Gain
66.83%

SAGE FINANCIAL GROUP INC's Vanguard Value ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 354,706.00 shares of Vanguard Value ETF(VTV), totaling $61.27 Mil. This investment constitutes 4.95% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2013Q4. And since then SAGE FINANCIAL GROUP INC has made 20 purchases of VTV, at an average price of $93.55, for a total of 502,737.00 shares. In addition, there have been 17 sales at an average price of $104.31 for 148,031.00 shares. Based on historical transaction data and VTV's current price of $177.66, SAGE FINANCIAL GROUP INC's estimated gain on his VTV holdings is $31.43 Mil, reflecting a 66.83% gain to date.

SAGE FINANCIAL GROUP INC VTV ($177.66) Holding Chart

SAGE FINANCIAL GROUP INC VTV ($177.66) 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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