SAG
SageView Advisory Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246M | Buy |
2,162,622
+169,633
| +9% | +$19.3M | 9.29% | 2 |
|
|
2025
Q1 | $185M | Buy |
1,992,989
+138,827
| +7% | +$12.9M | 7.89% | 3 |
|
|
2024
Q4 | $192M | Buy |
1,854,162
+249,089
| +16% | +$25.7M | 8.24% | 3 |
|
|
2024
Q3 | $155M | Sell |
1,605,073
-343,880
| -18% | -$33.2M | 7.86% | 3 |
|
|
2024
Q2 | $183M | Buy |
1,948,953
+1,861,468
| +2,128% | +$175M | 8.49% | 2 |
|
|
2024
Q1 | $4.47M | Sell |
87,485
-2,223,054
| -96% | -$114M | 0.23% | 59 |
|
|
2023
Q4 | $189M | Buy |
2,310,539
+394,306
| +21% | +$32.2M | 8.12% | 2 |
|
|
2023
Q3 | $131M | Buy |
1,916,233
+48,969
| +3% | +$3.35M | 7.51% | 2 |
|
|
2023
Q2 | $132M | Buy |
1,867,264
+17,026
| +0.9% | +$1.2M | 7.36% | 2 |
|
|
2023
Q1 | $116M | Buy |
1,850,238
+540,702
| +41% | +$34M | 7.42% | 2 |
|
|
2022
Q4 | $72.2M | Buy |
+1,309,536
| New | +$72.2M | 5.86% | 3 |
|