SAG
SageView Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,096
-910
| -15% | -$184K | 0.04% | 236 |
|
|
2025
Q1 | $1.12M | Buy |
6,006
+378
| +7% | +$70.4K | 0.05% | 208 |
|
|
2024
Q4 | $1.12M | Buy |
5,628
+1,280
| +29% | +$254K | 0.05% | 209 |
|
|
2024
Q3 | $873K | Sell |
4,348
-812
| -16% | -$163K | 0.04% | 217 |
|
|
2024
Q2 | $942K | Sell |
5,160
-465,132
| -99% | -$84.9M | 0.04% | 231 |
|
|
2024
Q1 | $82.4M | Buy |
470,292
+465,847
| +10,480% | +$81.6M | 4.16% | 5 |
|
|
2023
Q4 | $797K | Sell |
4,445
-835
| -16% | -$150K | 0.03% | 297 |
|
|
2023
Q3 | $842K | Sell |
5,280
-930
| -15% | -$148K | 0.05% | 237 |
|
|
2023
Q2 | $1.03M | Sell |
6,210
-12,467
| -67% | -$2.06M | 0.06% | 220 |
|
|
2023
Q1 | $2.97M | Sell |
18,677
-1,915
| -9% | -$304K | 0.19% | 83 |
|
|
2022
Q4 | $3.27M | Buy |
+20,592
| New | +$3.27M | 0.27% | 66 |
|