SAG
SageView Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
29,493
-15,119
| -34% | -$1.19M | 0.09% | 123 |
|
|
2025
Q1 | $3.49M | Sell |
44,612
-55,132
| -55% | -$4.32M | 0.15% | 80 |
|
|
2024
Q4 | $7.71M | Buy |
99,744
+56
| +0.1% | +$4.33K | 0.33% | 40 |
|
|
2024
Q3 | $7.84M | Buy |
+99,688
| New | +$7.84M | 0.4% | 34 |
|
|
2024
Q2 | – | Sell |
-2,508
| Closed | -$245K | – | 28 |
|
|
2024
Q1 | $245K | Buy |
+2,508
| New | +$245K | 0.01% | 469 |
|
|
2023
Q4 | – | Sell |
-181,824
| Closed | -$13.7M | – | 20 |
|
|
2023
Q3 | $13.7M | Buy |
181,824
+3,522
| +2% | +$265K | 0.78% | 22 |
|
|
2023
Q2 | $13.5M | Buy |
178,302
+1,358
| +0.8% | +$103K | 0.75% | 25 |
|
|
2023
Q1 | $13.5M | Buy |
176,944
+27,703
| +19% | +$2.12M | 0.86% | 19 |
|
|
2022
Q4 | $11.2M | Buy |
+149,241
| New | +$11.2M | 0.91% | 20 |
|