SIA
Sage Investment Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.5M | Buy |
19,971
+425
| +2% | +$224K | 11.03% | 1 |
|
|
2024
Q2 | $9.78M | Buy |
19,546
+1,044
| +6% | +$522K | 11.05% | 1 |
|
|
2024
Q1 | $8.89M | Buy |
18,502
+952
| +5% | +$458K | 10.2% | 1 |
|
|
2023
Q4 | $7.67M | Buy |
17,550
+14,147
| +416% | +$6.18M | 9.3% | 1 |
|
|
2023
Q3 | $1.34M | Hold |
3,403
| – | – | 1.83% | 23 |
|
|
2023
Q2 | $1.39M | Hold |
3,403
| – | – | 1.85% | 24 |
|
|
2023
Q1 | $1.28M | Buy |
3,403
+55
| +2% | +$20.7K | 1.71% | 26 |
|
|
2022
Q4 | $1.18M | Buy |
3,348
+155
| +5% | +$54.5K | 1.68% | 24 |
|
|
2022
Q3 | $1.05M | Buy |
3,193
+50
| +2% | +$16.4K | 1.65% | 25 |
|
|
2022
Q2 | $1.09M | Sell |
3,143
-102
| -3% | -$35.4K | 1.71% | 23 |
|
|
2022
Q1 | $1.35M | Hold |
3,245
| – | – | 1.78% | 18 |
|
|
2021
Q4 | $1.42M | Buy |
+3,245
| New | +$1.42M | 1.82% | 18 |
|