SAG
SageView Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 586 |
|
|
2024
Q2 | – | Sell |
-3,039
| Closed | -$355K | – | 152 |
|
|
2024
Q1 | $355K | Buy |
+3,039
| New | +$355K | 0.02% | 382 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 190 |
|
|
2023
Q2 | – | Sell |
-4,061
| Closed | -$238K | – | 553 |
|
|
2023
Q1 | $238K | Buy |
+4,061
| New | +$238K | 0.02% | 426 |
|