SAG
SageView Advisory Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Sell |
124,893
-22,784
| -15% | -$1.66M | 0.34% | 33 |
|
|
2025
Q1 | $10.8M | Buy |
147,677
+16,811
| +13% | +$1.23M | 0.46% | 27 |
|
|
2024
Q4 | $9.41M | Buy |
130,866
+10,217
| +8% | +$735K | 0.41% | 33 |
|
|
2024
Q3 | $9.06M | Buy |
+120,649
| New | +$9.06M | 0.46% | 32 |
|
|
2024
Q2 | – | Sell |
-9,071
| Closed | -$651K | – | 36 |
|
|
2024
Q1 | $651K | Buy |
+9,071
| New | +$651K | 0.03% | 270 |
|
|
2023
Q4 | – | Sell |
-102,068
| Closed | -$7.12M | – | 40 |
|
|
2023
Q3 | $7.12M | Buy |
102,068
+1,685
| +2% | +$118K | 0.41% | 36 |
|
|
2023
Q2 | $7.3M | Sell |
100,383
-49,514
| -33% | -$3.6M | 0.41% | 36 |
|
|
2023
Q1 | $11.1M | Sell |
149,897
-50,495
| -25% | -$3.73M | 0.71% | 25 |
|
|
2022
Q4 | $14.4M | Buy |
+200,392
| New | +$14.4M | 1.17% | 15 |
|