SAG
SageView Advisory Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,528
| Closed | -$207K | – | 585 |
|
|
2024
Q2 | $207K | Sell |
3,528
-768
| -18% | -$45K | 0.01% | 534 |
|
|
2024
Q1 | $1.07M | Buy |
4,296
+381
| +10% | +$95.2K | 0.05% | 189 |
|
|
2023
Q4 | $217K | Buy |
+3,915
| New | +$217K | 0.01% | 596 |
|
|
2023
Q3 | – | Sell |
-3,839
| Closed | -$209K | – | 557 |
|
|
2023
Q2 | $209K | Buy |
+3,839
| New | +$209K | 0.01% | 526 |
|