SageView Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.5M Buy
2025
Q1
$15M Buy
2024
Q4
$15.2M Sell
2024
Q3
$15.1M Sell
2024
Q2
$25.3M Buy
2024
Q1
$1.57M Sell
2023
Q4
$33M Buy
2023
Q3
$17.7M Buy
2023
Q2
$14.7M Buy
2023
Q1
$10.9M Buy
2022
Q4
$7.95M Buy