SAG
SageView Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
29,856
+633
| +2% | +$371K | 0.66% | 17 |
|
|
2025
Q1 | $15M | Buy |
29,223
+1,105
| +4% | +$568K | 0.64% | 19 |
|
|
2024
Q4 | $15.2M | Sell |
28,118
-445
| -2% | -$240K | 0.65% | 22 |
|
|
2024
Q3 | $15.1M | Sell |
28,563
-22,003
| -44% | -$11.6M | 0.76% | 17 |
|
|
2024
Q2 | $25.3M | Buy |
50,566
+18,550
| +58% | +$9.28M | 1.17% | 13 |
|
|
2024
Q1 | $1.57M | Sell |
32,016
-41,226
| -56% | -$2.03M | 0.08% | 140 |
|
|
2023
Q4 | $33M | Buy |
73,242
+28,226
| +63% | +$12.7M | 1.42% | 12 |
|
|
2023
Q3 | $17.7M | Buy |
45,016
+8,905
| +25% | +$3.5M | 1.01% | 14 |
|
|
2023
Q2 | $14.7M | Buy |
36,111
+7,062
| +24% | +$2.88M | 0.82% | 21 |
|
|
2023
Q1 | $10.9M | Buy |
29,049
+6,408
| +28% | +$2.41M | 0.7% | 26 |
|
|
2022
Q4 | $7.95M | Buy |
+22,641
| New | +$7.95M | 0.65% | 32 |
|