SAG
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SageView Advisory Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SageView Advisory Group’s Portfolio VGLT Stock Details VGLT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,116
Closed -$728K – 704
2023
Q3 		$728K Buy
13,116
+3,778
+40% +$210K 0.04% 260
2023
Q2 		$593K Buy
+9,338
New +$593K 0.03% 320