SAG
SageView Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
744
-86
| -10% | -$24.6K | 0.01% | 587 |
|
|
2025
Q1 | $209K | Buy |
830
+37
| +5% | +$9.32K | 0.01% | 569 |
|
|
2024
Q4 | $222K | Sell |
793
-17
| -2% | -$4.76K | 0.01% | 543 |
|
|
2024
Q3 | $217K | Sell |
810
-46
| -5% | -$12.3K | 0.01% | 479 |
|
|
2024
Q2 | $214K | Sell |
856
-67,588
| -99% | -$16.9M | 0.01% | 522 |
|
|
2024
Q1 | $16.4M | Buy |
68,444
+65,222
| +2,024% | +$15.6M | 0.83% | 16 |
|
|
2023
Q4 | $771K | Buy |
3,222
+686
| +27% | +$164K | 0.03% | 304 |
|
|
2023
Q3 | $543K | Buy |
2,536
+46
| +2% | +$9.85K | 0.03% | 320 |
|
|
2023
Q2 | $572K | Sell |
2,490
-1,485
| -37% | -$341K | 0.03% | 328 |
|
|
2023
Q1 | $860K | Buy |
3,975
+913
| +30% | +$198K | 0.05% | 228 |
|
|
2022
Q4 | $614K | Buy |
+3,062
| New | +$614K | 0.05% | 215 |
|