SAG
SageView Advisory Group’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Hold |
73,604
| – | – | 0.14% | 91 |
|
|
2025
Q1 | $3.77M | Sell |
73,604
-2,262
| -3% | -$116K | 0.16% | 72 |
|
|
2024
Q4 | $3.94M | Sell |
75,866
-9,149
| -11% | -$475K | 0.17% | 73 |
|
|
2024
Q3 | $4.51M | Buy |
+85,015
| New | +$4.51M | 0.23% | 58 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 62 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 626 |
|
|
2023
Q4 | – | Sell |
-5,174
| Closed | -$254K | – | 62 |
|
|
2023
Q3 | $254K | Buy |
+5,174
| New | +$254K | 0.01% | 457 |
|