SAG
SageView Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
19,861
+7,066
| +55% | +$560K | 0.06% | 175 |
|
|
2025
Q1 | $1.01M | Buy |
12,795
+1,080
| +9% | +$85.3K | 0.04% | 226 |
|
|
2024
Q4 | $914K | Buy |
11,715
+1,157
| +11% | +$90.3K | 0.04% | 233 |
|
|
2024
Q3 | $839K | Buy |
+10,558
| New | +$839K | 0.04% | 224 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 71 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 861 |
|
|
2023
Q4 | – | Sell |
-10,145
| Closed | -$762K | – | 76 |
|
|
2023
Q3 | $762K | Sell |
10,145
-25
| -0.2% | -$1.88K | 0.04% | 250 |
|
|
2023
Q2 | $769K | Sell |
10,170
-1,554
| -13% | -$118K | 0.04% | 269 |
|
|
2023
Q1 | $894K | Sell |
11,724
-137
| -1% | -$10.4K | 0.06% | 222 |
|
|
2022
Q4 | $892K | Buy |
+11,861
| New | +$892K | 0.07% | 169 |
|