SAG
SageView Advisory Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
4,651
+46
| +1% | +$2.11K | 0.01% | 586 |
|
|
2025
Q1 | $213K | Buy |
+4,605
| New | +$213K | 0.01% | 563 |
|
|
2024
Q4 | – | Sell |
-6,755
| Closed | -$319K | – | 611 |
|
|
2024
Q3 | $319K | Buy |
+6,755
| New | +$319K | 0.02% | 377 |
|
|
2024
Q2 | – | Sell |
-5,849
| Closed | -$334K | – | 444 |
|
|
2024
Q1 | $334K | Buy |
+5,849
| New | +$334K | 0.02% | 391 |
|
|
2023
Q4 | – | Sell |
-5,911
| Closed | -$259K | – | 445 |
|
|
2023
Q3 | $259K | Buy |
5,911
+592
| +11% | +$25.9K | 0.01% | 451 |
|
|
2023
Q2 | $245K | Sell |
5,319
-45,379
| -90% | -$2.09M | 0.01% | 488 |
|
|
2023
Q1 | $2.36M | Sell |
50,698
-778
| -2% | -$36.2K | 0.15% | 102 |
|
|
2022
Q4 | $2.34M | Buy |
+51,476
| New | +$2.34M | 0.19% | 85 |
|