SAG
SageView Advisory Group’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
170,271
-27,545
| -14% | -$1.74M | 0.41% | 28 |
|
|
2025
Q1 | $12.4M | Buy |
197,816
+1,475
| +0.8% | +$92.8K | 0.53% | 24 |
|
|
2024
Q4 | $12.2M | Buy |
196,341
+2,898
| +1% | +$180K | 0.52% | 26 |
|
|
2024
Q3 | $12.6M | Buy |
+193,443
| New | +$12.6M | 0.64% | 21 |
|
|
2024
Q2 | – | Sell |
-78,547
| Closed | -$4.74M | – | 29 |
|
|
2024
Q1 | $4.74M | Buy |
+78,547
| New | +$4.74M | 0.24% | 54 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 44 |
|