SAG
SageView Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
6,534
+295
| +5% | +$85.1K | 0.07% | 146 |
|
|
2025
Q1 | $1.61M | Buy |
6,239
+261
| +4% | +$67.5K | 0.07% | 147 |
|
|
2024
Q4 | $1.58M | Buy |
5,978
+1,256
| +27% | +$332K | 0.07% | 155 |
|
|
2024
Q3 | $1.25M | Sell |
4,722
-1,716
| -27% | -$453K | 0.06% | 164 |
|
|
2024
Q2 | $1.56M | Sell |
6,438
-151,836
| -96% | -$36.8M | 0.07% | 160 |
|
|
2024
Q1 | $12.2M | Buy |
158,274
+150,547
| +1,948% | +$11.6M | 0.62% | 24 |
|
|
2023
Q4 | $1.8M | Buy |
7,727
+1,060
| +16% | +$246K | 0.08% | 157 |
|
|
2023
Q3 | $1.39M | Sell |
6,667
-306
| -4% | -$63.7K | 0.08% | 163 |
|
|
2023
Q2 | $1.54M | Buy |
6,973
+470
| +7% | +$103K | 0.09% | 153 |
|
|
2023
Q1 | $1.37M | Sell |
6,503
-662
| -9% | -$140K | 0.09% | 157 |
|
|
2022
Q4 | $1.46M | Buy |
+7,165
| New | +$1.46M | 0.12% | 122 |
|