Sage Financial Management Group, Inc. BIV Holdings History
Sage Financial Management Group, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 674,179.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $51.62 Mil. This investment constitutes 18.74% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.23% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2021Q4. And since then Sage Financial Management Group, Inc. has made 9 purchases of BIV, at an average price of $78.05, for a total of 1.19 Mil shares. In addition, there have been 5 sales at an average price of $75.24 for 520,628.00 shares. Based on historical transaction data and BIV's current price of $76.73, Sage Financial Management Group, Inc.'s estimated gain on his BIV holdings is $-2.35 Mil, reflecting a -2.52% gain to date.
Sage Financial Management Group, Inc. BIV ($76.73) Holding Chart
Sage Financial Management Group, Inc. BIV ($76.73) 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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