SAG
SageView Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
7,502
-12
| -0.2% | -$2.5K | 0.06% | 178 |
|
|
2025
Q1 | $1.46M | Buy |
7,514
+97
| +1% | +$18.8K | 0.06% | 166 |
|
|
2024
Q4 | $1.45M | Buy |
7,417
+990
| +15% | +$194K | 0.06% | 167 |
|
|
2024
Q3 | $1.27M | Sell |
6,427
-1,077
| -14% | -$213K | 0.06% | 161 |
|
|
2024
Q2 | $1.37M | Buy |
7,504
+70
| +0.9% | +$12.8K | 0.06% | 177 |
|
|
2024
Q1 | $510K | Sell |
7,434
-25,520
| -77% | -$1.75M | 0.03% | 316 |
|
|
2023
Q4 | $5.75M | Sell |
32,954
-16,701
| -34% | -$2.91M | 0.25% | 55 |
|
|
2023
Q3 | $7.72M | Buy |
49,655
+17,849
| +56% | +$2.77M | 0.44% | 32 |
|
|
2023
Q2 | $5.17M | Buy |
31,806
+18,700
| +143% | +$3.04M | 0.29% | 52 |
|
|
2023
Q1 | $2.02M | Sell |
13,106
-87
| -0.7% | -$13.4K | 0.13% | 114 |
|
|
2022
Q4 | $2M | Buy |
+13,193
| New | +$2M | 0.16% | 100 |
|