SFG
Sage Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Buy |
34,937
+405
| +1% | +$115K | 0.73% | 22 |
|
|
2025
Q1 | $8.45M | Buy |
34,532
+198
| +0.6% | +$48.4K | 0.68% | 21 |
|
|
2024
Q4 | $8.71M | Sell |
34,334
-371
| -1% | -$94.1K | 0.7% | 21 |
|
|
2024
Q3 | $8.45M | Sell |
34,705
-117
| -0.3% | -$28.5K | 0.69% | 22 |
|
|
2024
Q2 | $7.99M | Sell |
34,822
-108
| -0.3% | -$24.8K | 0.69% | 21 |
|
|
2024
Q1 | $8.24M | Buy |
34,930
+11
| +0% | +$2.59K | 0.74% | 20 |
|
|
2023
Q4 | $7.67M | Sell |
34,919
-316
| -0.9% | -$69.4K | 0.75% | 22 |
|
|
2023
Q3 | $6.86M | Buy |
35,235
+25
| +0.1% | +$4.87K | 0.76% | 20 |
|
|
2023
Q2 | $7.25M | Sell |
35,210
-12
| -0% | -$2.47K | 0.77% | 19 |
|
|
2023
Q1 | $6.86M | Buy |
35,222
+4,071
| +13% | +$793K | 0.78% | 20 |
|
|
2022
Q4 | $5.6M | Sell |
31,151
-671
| -2% | -$121K | 0.68% | 23 |
|
|
2022
Q3 | $5.43M | Buy |
31,822
+511
| +2% | +$87.1K | 0.74% | 21 |
|
|
2022
Q2 | $5.49M | Sell |
31,311
-925
| -3% | -$162K | 0.73% | 23 |
|
|
2022
Q1 | $7.18M | Buy |
32,236
+1,022
| +3% | +$228K | 0.84% | 19 |
|
|
2021
Q4 | $7.95M | Sell |
31,214
-665
| -2% | -$169K | 0.85% | 20 |
|
|
2021
Q3 | $7.53M | Sell |
31,879
-2,159
| -6% | -$510K | 0.93% | 18 |
|
|
2021
Q2 | $8.05M | Sell |
34,038
-1,384
| -4% | -$327K | 0.99% | 18 |
|
|
2021
Q1 | $7.6M | Sell |
35,422
-2,436
| -6% | -$523K | 1% | 17 |
|
|
2020
Q4 | $8.03M | Sell |
37,858
-934
| -2% | -$198K | 1.1% | 18 |
|
|
2020
Q3 | $6.99M | Sell |
38,792
-1,052
| -3% | -$190K | 1.14% | 18 |
|
|
2020
Q2 | $6.58M | Buy |
39,844
+3,320
| +9% | +$548K | 1.19% | 17 |
|
|
2020
Q1 | $4.63M | Buy |
36,524
+157
| +0.4% | +$19.9K | 0.87% | 20 |
|
|
2019
Q4 | $5.77M | Buy |
36,367
+1,839
| +5% | +$292K | 0.79% | 21 |
|
|
2019
Q3 | $5.11M | Sell |
34,528
-1,444
| -4% | -$214K | 0.76% | 22 |
|
|
2019
Q2 | $5.37M | Sell |
35,972
-304
| -0.8% | -$45.4K | 0.8% | 23 |
|
|
2019
Q1 | $5.18M | Buy |
36,276
+650
| +2% | +$92.8K | 0.8% | 23 |
|
|
2018
Q4 | $4.26M | Buy |
35,626
+809
| +2% | +$96.8K | 0.71% | 25 |
|
|
2018
Q3 | $4.96M | Sell |
34,817
-252
| -0.7% | -$35.9K | 0.98% | 16 |
|
|
2018
Q2 | $4.71M | Buy |
35,069
+329
| +0.9% | +$44.2K | 1.01% | 15 |
|
|
2018
Q1 | $4.5M | Buy |
34,740
+1,730
| +5% | +$224K | 0.99% | 15 |
|
|
2017
Q4 | $4.22M | Buy |
33,010
+437
| +1% | +$55.8K | 0.82% | 19 |
|
|
2017
Q3 | $3.97M | Sell |
32,573
-390
| -1% | -$47.5K | 0.87% | 17 |
|
|
2017
Q2 | $3.88M | Buy |
32,963
+9,134
| +38% | +$1.07M | 0.89% | 15 |
|
|
2017
Q1 | $2.69M | Buy |
23,829
+5,361
| +29% | +$606K | 0.66% | 17 |
|
|
2016
Q4 | $1.95M | Buy |
18,468
+4,908
| +36% | +$519K | 0.5% | 21 |
|
|
2016
Q3 | $1.44M | Buy |
13,560
+3,353
| +33% | +$357K | 0.41% | 20 |
|
|
2016
Q2 | $1.04M | Buy |
10,207
+73
| +0.7% | +$7.44K | 0.33% | 20 |
|
|
2016
Q1 | $1.02M | Buy |
10,134
+912
| +10% | +$91.4K | 0.35% | 18 |
|
|
2015
Q4 | $920K | Buy |
+9,222
| New | +$920K | 0.3% | 20 |
|
|
2014
Q1 | – | Sell |
-2,808
| Closed | -$253K | – | 55 |
|
|
2013
Q4 | $253K | Buy |
+2,808
| New | +$253K | 0.12% | 33 |
|