SAG
SageView Advisory Group’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,410
| Closed | -$3.32M | – | 784 |
|
|
2024
Q1 | $3.32M | Buy |
27,410
+22,786
| +493% | +$2.76M | 0.17% | 76 |
|
|
2023
Q4 | $2.33M | Buy |
+4,624
| New | +$2.33M | 0.1% | 120 |
|
|
2023
Q3 | – | Sell |
-465
| Closed | -$206K | – | 558 |
|
|
2023
Q2 | $206K | Buy |
+465
| New | +$206K | 0.01% | 528 |
|
|
2023
Q1 | – | Sell |
-2,020
| Closed | -$645K | – | 491 |
|
|
2022
Q4 | $645K | Buy |
+2,020
| New | +$645K | 0.05% | 208 |
|