SAG
SageView Advisory Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
48,107
+1,779
| +4% | +$147K | 0.15% | 81 |
|
|
2025
Q1 | $3.79M | Buy |
46,328
+2,766
| +6% | +$226K | 0.16% | 71 |
|
|
2024
Q4 | $3.5M | Buy |
43,562
+9,585
| +28% | +$769K | 0.15% | 79 |
|
|
2024
Q3 | $2.85M | Buy |
+33,977
| New | +$2.85M | 0.14% | 88 |
|
|
2024
Q2 | – | Sell |
-26,766
| Closed | -$1.12M | – | 114 |
|
|
2024
Q1 | $1.12M | Buy |
+26,766
| New | +$1.12M | 0.06% | 185 |
|
|
2023
Q4 | – | Sell |
-24,278
| Closed | -$1.84M | – | 140 |
|
|
2023
Q3 | $1.84M | Sell |
24,278
-1,620
| -6% | -$123K | 0.11% | 119 |
|
|
2023
Q2 | $2.05M | Sell |
25,898
-11,586
| -31% | -$916K | 0.11% | 116 |
|
|
2023
Q1 | $3.01M | Sell |
37,484
-19,278
| -34% | -$1.55M | 0.19% | 82 |
|
|
2022
Q4 | $4.4M | Buy |
+56,762
| New | +$4.4M | 0.36% | 59 |
|