Number of Shares
448,210.00
Current Holdings Value*
$27.19 Mil
% of Portfolio
9.87%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
3.83%

Sage Financial Management Group, Inc.'s Vanguard FTSE All-World ex-US ETF Holding Summary

As of 2025-03-31, Sage Financial Management Group, Inc. held 448,210.00 shares of Vanguard FTSE All-World ex-US ETF(VEU), totaling $27.19 Mil. This investment constitutes 9.87% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.07% of the outstanding Vanguard FTSE All-World ex-US ETF(VEU) stock.

The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 9 purchases of VEU, at an average price of $58.29, for a total of 1.07 Mil shares. In addition, there have been 7 sales at an average price of $55.77 for 619,463.00 shares. Based on historical transaction data and VEU's current price of $67.08, Sage Financial Management Group, Inc.'s estimated gain on his VEU holdings is $2.38 Mil, reflecting a 3.83% gain to date.

Sage Financial Management Group, Inc. VEU ($67.08) Holding Chart

Sage Financial Management Group, Inc. VEU ($67.08) 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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