SFMG
Sage Financial Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4M | Sell |
600,438
-73,741
| -11% | -$5.7M | 16.07% | 1 |
|
|
2025
Q1 | $51.6M | Buy |
674,179
+34,617
| +5% | +$2.65M | 18.74% | 1 |
|
|
2024
Q4 | $47.8M | Buy |
639,562
+80,061
| +14% | +$5.98M | 17.7% | 1 |
|
|
2024
Q3 | $43.8M | Buy |
+559,501
| New | +$43.8M | 17% | 1 |
|
|
2024
Q2 | – | Sell |
-283,682
| Closed | -$21.4M | – | 15 |
|
|
2024
Q1 | $21.4M | Buy |
283,682
+36,294
| +15% | +$2.74M | 10.13% | 2 |
|
|
2023
Q4 | $18.9M | Buy |
247,388
+9,731
| +4% | +$743K | 10.14% | 3 |
|
|
2023
Q3 | $17.2M | Buy |
+237,657
| New | +$17.2M | 10.34% | 3 |
|
|
2023
Q2 | – | Sell |
-158,708
| Closed | -$12.2M | – | 9 |
|
|
2023
Q1 | $12.2M | Sell |
158,708
-10,572
| -6% | -$811K | 9.81% | 2 |
|
|
2022
Q4 | $12.6M | Buy |
169,280
+21,871
| +15% | +$1.63M | 8.79% | 2 |
|
|
2022
Q3 | $10.8M | Sell |
147,409
-19,704
| -12% | -$1.45M | 9.55% | 3 |
|
|
2022
Q2 | $13M | Sell |
167,113
-47,962
| -22% | -$3.72M | 9.08% | 3 |
|
|
2022
Q1 | $17.6M | Buy |
215,075
+7,514
| +4% | +$615K | 12.08% | 2 |
|
|
2021
Q4 | $18.2M | Buy |
+207,561
| New | +$18.2M | 12.12% | 2 |
|