SAG
SageView Advisory 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 | $766K | Sell |
9,986
-6,128
| -38% | -$470K | 0.03% | 281 |
|
|
2025
Q1 | $1.23M | Sell |
16,114
-22,615
| -58% | -$1.73M | 0.05% | 200 |
|
|
2024
Q4 | $2.89M | Sell |
38,729
-1,692
| -4% | -$126K | 0.12% | 98 |
|
|
2024
Q3 | $3.17M | Buy |
+40,421
| New | +$3.17M | 0.16% | 77 |
|
|
2024
Q2 | – | Sell |
-18,300
| Closed | -$1.65M | – | 77 |
|
|
2024
Q1 | $1.65M | Buy |
+18,300
| New | +$1.65M | 0.08% | 136 |
|
|
2023
Q4 | – | Sell |
-56,298
| Closed | -$4.07M | – | 73 |
|
|
2023
Q3 | $4.07M | Buy |
56,298
+615
| +1% | +$44.5K | 0.23% | 66 |
|
|
2023
Q2 | $4.19M | Buy |
55,683
+453
| +0.8% | +$34.1K | 0.23% | 60 |
|
|
2023
Q1 | $4.24M | Buy |
55,230
+1,304
| +2% | +$100K | 0.27% | 58 |
|
|
2022
Q4 | $4.01M | Buy |
+53,926
| New | +$4.01M | 0.33% | 61 |
|