SFG
Sage Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
81,923
+21,091
| +35% | +$12M | 3.44% | 6 |
|
|
2025
Q1 | $31.3M | Buy |
60,832
+71
| +0.1% | +$36.5K | 2.52% | 7 |
|
|
2024
Q4 | $32.7M | Buy |
60,761
+1,934
| +3% | +$1.04M | 2.63% | 6 |
|
|
2024
Q3 | $31M | Buy |
58,827
+679
| +1% | +$358K | 2.54% | 6 |
|
|
2024
Q2 | $29.1M | Sell |
58,148
-636
| -1% | -$318K | 2.52% | 6 |
|
|
2024
Q1 | $28.3M | Buy |
58,784
+36
| +0.1% | +$17.3K | 2.54% | 7 |
|
|
2023
Q4 | $25.7M | Sell |
58,748
-1,131
| -2% | -$494K | 2.5% | 7 |
|
|
2023
Q3 | $23.5M | Buy |
59,879
+42
| +0.1% | +$16.5K | 2.61% | 7 |
|
|
2023
Q2 | $24.4M | Buy |
59,837
+302
| +0.5% | +$123K | 2.58% | 7 |
|
|
2023
Q1 | $22.4M | Buy |
59,535
+6,668
| +13% | +$2.51M | 2.54% | 7 |
|
|
2022
Q4 | $18.6M | Sell |
52,867
-262
| -0.5% | -$92.1K | 2.26% | 8 |
|
|
2022
Q3 | $17.4M | Buy |
53,129
+2,760
| +5% | +$906K | 2.39% | 8 |
|
|
2022
Q2 | $17.5M | Sell |
50,369
-333
| -0.7% | -$116K | 2.31% | 8 |
|
|
2022
Q1 | $21.1M | Buy |
50,702
+662
| +1% | +$275K | 2.45% | 8 |
|
|
2021
Q4 | $21.8M | Buy |
50,040
+54
| +0.1% | +$23.6K | 2.33% | 9 |
|
|
2021
Q3 | $19.7M | Buy |
49,986
+221
| +0.4% | +$87.2K | 2.42% | 8 |
|
|
2021
Q2 | $19.6M | Sell |
49,765
-1,088
| -2% | -$428K | 2.41% | 8 |
|
|
2021
Q1 | $18.5M | Hold |
50,853
| – | – | 2.43% | 8 |
|
|
2020
Q4 | $17.5M | Buy |
50,853
+5,827
| +13% | +$2M | 2.4% | 8 |
|
|
2020
Q3 | $13.9M | Buy |
45,026
+7,071
| +19% | +$2.18M | 2.27% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
37,955
+2,523
| +7% | +$715K | 1.94% | 7 |
|
|
2020
Q1 | $8.39M | Sell |
35,432
-32,503
| -48% | -$7.7M | 1.58% | 11 |
|
|
2019
Q4 | $20.1M | Sell |
67,935
-16
| -0% | -$4.73K | 2.76% | 7 |
|
|
2019
Q3 | $18.5M | Hold |
67,951
| – | – | 2.76% | 6 |
|
|
2019
Q2 | $18.3M | Hold |
67,951
| – | – | 2.71% | 6 |
|
|
2019
Q1 | $17.6M | Buy |
67,951
+2,212
| +3% | +$574K | 2.73% | 6 |
|
|
2018
Q4 | $15.1M | Buy |
65,739
+3,352
| +5% | +$770K | 2.52% | 8 |
|
|
2018
Q3 | $16.7M | Buy |
62,387
+3,607
| +6% | +$963K | 3.28% | 5 |
|
|
2018
Q2 | $14.7M | Buy |
58,780
+7,381
| +14% | +$1.84M | 3.15% | 6 |
|
|
2018
Q1 | $12.4M | Buy |
51,399
+911
| +2% | +$221K | 2.75% | 6 |
|
|
2017
Q4 | $12.4M | Buy |
50,488
+6,950
| +16% | +$1.7M | 2.41% | 8 |
|
|
2017
Q3 | $10M | Buy |
43,538
+5,980
| +16% | +$1.38M | 2.2% | 9 |
|
|
2017
Q2 | $8.34M | Buy |
37,558
+4,406
| +13% | +$978K | 1.92% | 9 |
|
|
2017
Q1 | $7.17M | Buy |
33,152
+4,087
| +14% | +$884K | 1.76% | 10 |
|
|
2016
Q4 | $5.97M | Buy |
29,065
+3,971
| +16% | +$815K | 1.53% | 11 |
|
|
2016
Q3 | $4.99M | Buy |
25,094
+1,758
| +8% | +$349K | 1.43% | 12 |
|
|
2016
Q2 | $4.49M | Buy |
23,336
+3,029
| +15% | +$582K | 1.42% | 10 |
|
|
2016
Q1 | $3.83M | Buy |
20,307
+3,480
| +21% | +$656K | 1.34% | 10 |
|
|
2015
Q4 | $3.15M | Buy |
+16,827
| New | +$3.15M | 1.03% | 12 |
|