SFG
Sage Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
51,377
+27,721
| +117% | +$6.57M | 0.9% | 21 |
|
|
2025
Q1 | $5.25M | Buy |
23,656
+1,620
| +7% | +$359K | 0.42% | 26 |
|
|
2024
Q4 | $5.29M | Buy |
22,036
+728
| +3% | +$175K | 0.43% | 28 |
|
|
2024
Q3 | $5.05M | Buy |
21,308
+227
| +1% | +$53.8K | 0.41% | 25 |
|
|
2024
Q2 | $4.6M | Buy |
21,081
+2,231
| +12% | +$486K | 0.4% | 25 |
|
|
2024
Q1 | $4.31M | Sell |
18,850
-1,529
| -8% | -$350K | 0.39% | 26 |
|
|
2023
Q4 | $4.35M | Buy |
20,379
+9,074
| +80% | +$1.94M | 0.42% | 28 |
|
|
2023
Q3 | $2.14M | Buy |
11,305
+5
| +0% | +$945 | 0.24% | 34 |
|
|
2023
Q2 | $2.25M | Buy |
11,300
+1,103
| +11% | +$219K | 0.24% | 33 |
|
|
2023
Q1 | $1.93M | Buy |
10,197
+1,271
| +14% | +$241K | 0.22% | 36 |
|
|
2022
Q4 | $1.64M | Sell |
8,926
-305
| -3% | -$56K | 0.2% | 39 |
|
|
2022
Q3 | $1.58M | Buy |
9,231
+334
| +4% | +$57.1K | 0.22% | 32 |
|
|
2022
Q2 | $1.57M | Buy |
+8,897
| New | +$1.57M | 0.21% | 34 |
|