- New Purchases: VGSH,
- Reduced Positions: MDY,
- Sold Out: SCHX, SCHG, SCHZ, SCHF, EFA, VYM, SCHM, SCHA, BSV, IJR, SCHD, SHW, IUSG, FNDB, AAPL, IWR, JNJ, MSFT, AMZN, EEM, IVV, TMO, BIL,
For the details of Sage Financial Management Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/sage+financial+management+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Sage Financial Management Group, Inc.- S&P MidCap 400 ETF (MDY) - 5,333 shares, 64.29% of the total portfolio. Shares reduced by 1.26%
- Consumer Staples Select Sector SPDR (XLP) - 6,785 shares, 11.71% of the total portfolio.
- Vanguard Short-Term Government Bond ETF (VGSH) - 6,014 shares, 9.25% of the total portfolio. New Position
- S&P 500 ETF TRUST ETF (SPY) - 766 shares, 8.25% of the total portfolio.
- Cisco Systems Inc (CSCO) - 4,752 shares, 6.49% of the total portfolio.
Sage Financial Management Group, Inc. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $61.35 and $61.51, with an estimated average price of $61.44. The stock is now traded at around $61.210000. The impact to a portfolio due to this purchase was 9.25%. The holding were 6,014 shares as of 2021-09-30.
Sold Out: Schwab U.S. Large-Cap ETF (SCHX)Sage Financial Management Group, Inc. sold out a holding in Schwab U.S. Large-Cap ETF. The sale prices were between $102.71 and $109.52, with an estimated average price of $106.69.
Sold Out: Schwab U.S. Large-Cap Growth ETF (SCHG)Sage Financial Management Group, Inc. sold out a holding in Schwab U.S. Large-Cap Growth ETF. The sale prices were between $146.33 and $157.74, with an estimated average price of $152.26.
Sold Out: Schwab US Aggregate Bond ETF (SCHZ)Sage Financial Management Group, Inc. sold out a holding in Schwab US Aggregate Bond ETF. The sale prices were between $54.17 and $54.98, with an estimated average price of $54.65.
Sold Out: Schwab International Equity ETF (SCHF)Sage Financial Management Group, Inc. sold out a holding in Schwab International Equity ETF. The sale prices were between $38.35 and $40.79, with an estimated average price of $39.78.
Sold Out: iShares MSCI EAFE ETF (EFA)Sage Financial Management Group, Inc. sold out a holding in iShares MSCI EAFE ETF. The sale prices were between $76.9 and $82.13, with an estimated average price of $80.01.
Sold Out: Vanguard High Dividend Yield Indx ETF (VYM)Sage Financial Management Group, Inc. sold out a holding in Vanguard High Dividend Yield Indx ETF. The sale prices were between $101.6 and $107.59, with an estimated average price of $105.07.
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