Sage Financial Management Group, Inc. VOO Holdings History
Sage Financial Management Group, Inc.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 16,641.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.55 Mil. This investment constitutes 3.1% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q4. And since then Sage Financial Management Group, Inc. has made 5 purchases of VOO, at an average price of $410.47, for a total of 81,876.00 shares. In addition, there have been 11 sales at an average price of $408.77 for 65,235.00 shares. Based on historical transaction data and VOO's current price of $566.95, Sage Financial Management Group, Inc.'s estimated gain on his VOO holdings is $2.49 Mil, reflecting a 7.42% gain to date.
Sage Financial Management Group, Inc. VOO ($566.95) Holding Chart
Sage Financial Management Group, Inc. VOO ($566.95) 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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