SAG
SageView Advisory Group’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
6,842
+1,310
| +24% | +$89K | 0.02% | 387 |
|
|
2025
Q1 | $379K | Buy |
5,532
+769
| +16% | +$52.7K | 0.02% | 405 |
|
|
2024
Q4 | $311K | Sell |
4,763
-6,908
| -59% | -$451K | 0.01% | 453 |
|
|
2024
Q3 | $792K | Sell |
11,671
-1,071
| -8% | -$72.6K | 0.04% | 229 |
|
|
2024
Q2 | $778K | Buy |
+12,742
| New | +$778K | 0.04% | 261 |
|
|
2024
Q1 | – | Sell |
-13,472
| Closed | -$792K | – | 550 |
|
|
2023
Q4 | $792K | Sell |
13,472
-263
| -2% | -$15.5K | 0.03% | 299 |
|
|
2023
Q3 | $745K | Sell |
13,735
-146
| -1% | -$7.92K | 0.04% | 254 |
|
|
2023
Q2 | $785K | Sell |
13,881
-7,509
| -35% | -$425K | 0.04% | 267 |
|
|
2023
Q1 | $1.23M | Sell |
21,390
-3,688
| -15% | -$212K | 0.08% | 176 |
|
|
2022
Q4 | $1.48M | Buy |
+25,078
| New | +$1.48M | 0.12% | 121 |
|