SAG
SageView Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
25,956
-3,217
| -11% | -$790K | 0.24% | 46 |
|
|
2025
Q1 | $6.47M | Sell |
29,173
-4,463
| -13% | -$990K | 0.28% | 42 |
|
|
2024
Q4 | $8.08M | Buy |
33,636
+13,830
| +70% | +$3.32M | 0.35% | 37 |
|
|
2024
Q3 | $4.7M | Sell |
19,806
-3,685
| -16% | -$874K | 0.24% | 55 |
|
|
2024
Q2 | $5.12M | Buy |
23,491
+622
| +3% | +$136K | 0.24% | 52 |
|
|
2024
Q1 | $7.87M | Sell |
22,869
-4,653
| -17% | -$1.6M | 0.4% | 35 |
|
|
2023
Q4 | $5.84M | Buy |
27,522
+2,032
| +8% | +$431K | 0.25% | 54 |
|
|
2023
Q3 | $4.82M | Sell |
25,490
-680
| -3% | -$129K | 0.28% | 48 |
|
|
2023
Q2 | $5.2M | Buy |
26,170
+1,202
| +5% | +$239K | 0.29% | 50 |
|
|
2023
Q1 | $4.73M | Sell |
24,968
-3,315
| -12% | -$628K | 0.3% | 51 |
|
|
2022
Q4 | $5.19M | Buy |
+28,283
| New | +$5.19M | 0.42% | 50 |
|