SAG
SageView Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
1,835
| – | – | 0.01% | 579 |
|
|
2025
Q1 | $222K | Sell |
1,835
-48
| -3% | -$5.81K | 0.01% | 549 |
|
|
2024
Q4 | $211K | Sell |
1,883
-888
| -32% | -$99.7K | 0.01% | 560 |
|
|
2024
Q3 | $326K | Sell |
2,771
-1,738
| -39% | -$204K | 0.02% | 370 |
|
|
2024
Q2 | $490K | Buy |
4,509
+296
| +7% | +$32.2K | 0.02% | 343 |
|
|
2024
Q1 | $242K | Sell |
4,213
-43,548
| -91% | -$2.51M | 0.01% | 471 |
|
|
2023
Q4 | $5M | Buy |
47,761
+4,050
| +9% | +$424K | 0.22% | 65 |
|
|
2023
Q3 | $4.32M | Buy |
43,711
+5,169
| +13% | +$511K | 0.25% | 58 |
|
|
2023
Q2 | $3.88M | Sell |
38,542
-216
| -0.6% | -$21.8K | 0.22% | 69 |
|
|
2023
Q1 | $3.94M | Buy |
38,758
+36,078
| +1,346% | +$3.67M | 0.25% | 64 |
|
|
2022
Q4 | $279K | Buy |
+2,680
| New | +$279K | 0.02% | 337 |
|