SAG
SageView Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
12,620
-4,441
| -26% | -$401K | 0.04% | 226 |
|
|
2025
Q1 | $1.54M | Buy |
17,061
+2,029
| +13% | +$184K | 0.07% | 155 |
|
|
2024
Q4 | $1.34M | Buy |
15,032
+3,324
| +28% | +$296K | 0.06% | 183 |
|
|
2024
Q3 | $1.14M | Sell |
11,708
-10,887
| -48% | -$1.06M | 0.06% | 178 |
|
|
2024
Q2 | $1.89M | Sell |
22,595
-71,523
| -76% | -$5.99M | 0.09% | 130 |
|
|
2024
Q1 | $6.84M | Buy |
94,118
+68,255
| +264% | +$4.96M | 0.35% | 39 |
|
|
2023
Q4 | $2.19M | Buy |
25,863
+6,571
| +34% | +$557K | 0.09% | 130 |
|
|
2023
Q3 | $1.46M | Sell |
19,292
-498
| -3% | -$37.7K | 0.08% | 152 |
|
|
2023
Q2 | $1.65M | Buy |
19,790
+645
| +3% | +$53.9K | 0.09% | 137 |
|
|
2023
Q1 | $1.59M | Buy |
19,145
+2,158
| +13% | +$179K | 0.1% | 134 |
|
|
2022
Q4 | $1.4M | Buy |
+16,987
| New | +$1.4M | 0.11% | 128 |
|