SAG
SageView Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
10,203
-3,582
| -26% | -$607K | 0.07% | 156 |
|
|
2025
Q1 | $2.21M | Sell |
13,785
-325
| -2% | -$52.2K | 0.09% | 116 |
|
|
2024
Q4 | $2.28M | Buy |
14,110
+160
| +1% | +$25.9K | 0.1% | 114 |
|
|
2024
Q3 | $2.34M | Sell |
13,950
-579
| -4% | -$97.1K | 0.12% | 102 |
|
|
2024
Q2 | $2.19M | Buy |
+14,529
| New | +$2.19M | 0.1% | 116 |
|
|
2024
Q1 | – | Sell |
-4,697
| Closed | -$678K | – | 863 |
|
|
2023
Q4 | $678K | Buy |
4,697
+277
| +6% | +$40K | 0.03% | 328 |
|
|
2023
Q3 | $579K | Sell |
4,420
-197
| -4% | -$25.8K | 0.03% | 310 |
|
|
2023
Q2 | $639K | Sell |
4,617
-9,434
| -67% | -$1.31M | 0.04% | 305 |
|
|
2023
Q1 | $1.88M | Buy |
14,051
+3,064
| +28% | +$411K | 0.12% | 120 |
|
|
2022
Q4 | $1.49M | Buy |
+10,987
| New | +$1.49M | 0.12% | 120 |
|