SAG
SageView Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,673
| Closed | -$999K | – | 685 |
|
|
2023
Q4 | $999K | Buy |
+3,673
| New | +$999K | 0.04% | 251 |
|
|
2023
Q2 | – | Sell |
-21,830
| Closed | -$4.46M | – | 550 |
|
|
2023
Q1 | $4.46M | Buy |
21,830
+21
| +0.1% | +$4.3K | 0.28% | 54 |
|
|
2022
Q4 | $3.75M | Buy |
+21,809
| New | +$3.75M | 0.3% | 62 |
|