SAG
SageView Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
11,819
-6,127
| -34% | -$1.8M | 0.13% | 92 |
|
|
2025
Q1 | $4.39M | Sell |
17,946
-690
| -4% | -$169K | 0.19% | 59 |
|
|
2024
Q4 | $4.73M | Buy |
18,636
+672
| +4% | +$171K | 0.2% | 61 |
|
|
2024
Q3 | $4.37M | Sell |
17,964
-511
| -3% | -$124K | 0.22% | 62 |
|
|
2024
Q2 | $4.24M | Sell |
18,475
-30,381
| -62% | -$6.97M | 0.2% | 70 |
|
|
2024
Q1 | $3.68M | Buy |
48,856
+46,526
| +1,997% | +$3.51M | 0.19% | 69 |
|
|
2023
Q4 | $513K | Buy |
2,330
+549
| +31% | +$121K | 0.02% | 390 |
|
|
2023
Q3 | $347K | Buy |
1,781
+68
| +4% | +$13.2K | 0.02% | 391 |
|
|
2023
Q2 | $352K | Sell |
1,713
-6,045
| -78% | -$1.24M | 0.02% | 417 |
|
|
2023
Q1 | $1.51M | Sell |
7,758
-63
| -0.8% | -$12.3K | 0.1% | 141 |
|
|
2022
Q4 | $1.41M | Buy |
+7,821
| New | +$1.41M | 0.11% | 124 |
|