Number of Shares
112,015.00
Current Holdings Value*
$28.79 Mil
% of Portfolio
2.33%
Total Estimate Gain
$16.85 Mil
% of Total Estimate Gain
71.71%

SAGE FINANCIAL GROUP INC's Vanguard Large Cap ETF Holding Summary

As of 2025-03-31, SAGE FINANCIAL GROUP INC held 112,015.00 shares of Vanguard Large Cap ETF(VV), totaling $28.79 Mil. This investment constitutes 2.33% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.07% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2013Q4. And since then SAGE FINANCIAL GROUP INC has made 22 purchases of VV, at an average price of $137.36, for a total of 171,050.00 shares. In addition, there have been 15 sales at an average price of $133.70 for 59,035.00 shares. Based on historical transaction data and VV's current price of $289.69, SAGE FINANCIAL GROUP INC's estimated gain on his VV holdings is $16.85 Mil, reflecting a 71.71% gain to date.

SAGE FINANCIAL GROUP INC VV ($289.69) Holding Chart

SAGE FINANCIAL GROUP INC VV ($289.69) 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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