SAG
SageView Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,739
| Closed | -$341K | – | 642 |
|
|
2025
Q1 | $341K | Buy |
5,739
+561
| +11% | +$33.3K | 0.01% | 436 |
|
|
2024
Q4 | $300K | Buy |
5,178
+519
| +11% | +$30.1K | 0.01% | 466 |
|
|
2024
Q3 | $282K | Buy |
+4,659
| New | +$282K | 0.01% | 416 |
|
|
2024
Q2 | – | Sell |
-6,134
| Closed | -$360K | – | 455 |
|
|
2024
Q1 | $360K | Buy |
+6,134
| New | +$360K | 0.02% | 378 |
|
|
2023
Q4 | – | Sell |
-6,716
| Closed | -$384K | – | 262 |
|
|
2023
Q3 | $384K | Sell |
6,716
-2,324
| -26% | -$133K | 0.02% | 371 |
|
|
2023
Q2 | $530K | Sell |
9,040
-2,151
| -19% | -$126K | 0.03% | 341 |
|
|
2023
Q1 | $671K | Sell |
11,191
-9,450
| -46% | -$567K | 0.04% | 269 |
|
|
2022
Q4 | $1.21M | Buy |
+20,641
| New | +$1.21M | 0.1% | 135 |
|