SFG

SageGuard 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
2021 Q3	–	Sell	-4,081	Closed	-$1.61M	–	123
2021 Q2	$1.61M	Buy	4,081 +1,034	+34%	+$407K	0.73%	36
2021 Q1	$1.11M	Sell	3,047 -327	-10%	-$119K	0.52%	50
2020 Q4	$1.16M	Buy	+3,374	New	+$1.16M	0.56%	49