SAG
SageView Advisory Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
97,944
-40,054
| -29% | -$4.52M | 0.42% | 27 |
|
|
2025
Q1 | $13.5M | Buy |
137,998
+306
| +0.2% | +$30K | 0.58% | 23 |
|
|
2024
Q4 | $14.4M | Buy |
137,692
+370
| +0.3% | +$38.8K | 0.62% | 23 |
|
|
2024
Q3 | $14M | Sell |
137,322
-23,528
| -15% | -$2.39M | 0.71% | 19 |
|
|
2024
Q2 | $15.5M | Buy |
160,850
+109,101
| +211% | +$10.5M | 0.72% | 19 |
|
|
2024
Q1 | $2.6M | Sell |
51,749
-68,531
| -57% | -$3.44M | 0.13% | 93 |
|
|
2023
Q4 | $10.6M | Buy |
+120,280
| New | +$10.6M | 0.45% | 28 |
|