Sage Financial Management Group, Inc. VSS Holdings History
Sage Financial Management Group, Inc.'s Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 42,744.00 shares of Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS), totaling $4.94 Mil. This investment constitutes 1.79% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.06% of the outstanding Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF(VSS) stock.
The initial trade took place in 2023Q1. And since then Sage Financial Management Group, Inc. has made 6 purchases of VSS, at an average price of $114.44, for a total of 102,581.00 shares. In addition, there have been 3 sales at an average price of $114.54 for 59,837.00 shares. Based on historical transaction data and VSS's current price of $133.11, Sage Financial Management Group, Inc.'s estimated gain on his VSS holdings is $804,175.81, reflecting a 6.85% gain to date.
Sage Financial Management Group, Inc. VSS ($133.11) Holding Chart
Sage Financial Management Group, Inc. VSS ($133.11) 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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