SAG
SageView Advisory Group’s Vanguard Total World Bond ETF BNDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,816
| Closed | -$949K | – | 568 |
|
|
2024
Q1 | $949K | Buy |
+19,816
| New | +$949K | 0.05% | 204 |
|
|
2023
Q4 | – | Sell |
-10,475
| Closed | -$695K | – | 346 |
|
|
2023
Q3 | $695K | Sell |
10,475
-3,683
| -26% | -$244K | 0.04% | 271 |
|
|
2023
Q2 | $969K | Sell |
14,158
-1,368
| -9% | -$93.6K | 0.05% | 231 |
|
|
2023
Q1 | $1.07M | Sell |
15,526
-652
| -4% | -$45K | 0.07% | 192 |
|
|
2022
Q4 | $1.08M | Buy |
+16,178
| New | +$1.08M | 0.09% | 148 |
|