Sage Investment Advisers LLC VOO Holdings History
Sage Investment Advisers LLC's Vanguard S&P 500 ETF Holding Summary
As of 2024-09-30, Sage Investment Advisers LLC held 19,971.00 shares of Vanguard S&P 500 ETF(VOO), totaling $10.54 Mil. This investment constitutes 11.03% of their stock portfolio, and Sage Investment Advisers LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Sage Investment Advisers LLC has made 7 purchases of VOO, at an average price of $418.51, for a total of 20,073.00 shares. In addition, there have been 1 sales at an average price of $375.84 for 102.00 shares. Based on historical transaction data and VOO's current price of $566.95, Sage Investment Advisers LLC's estimated gain on his VOO holdings is $2.96 Mil, reflecting a 35.24% gain to date.
Sage Investment Advisers LLC VOO ($566.95) Holding Chart
Sage Investment Advisers LLC 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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