SAG
SageView Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
48,049
-3,002
| -6% | -$941K | 0.57% | 21 |
|
|
2025
Q1 | $14M | Buy |
51,051
+2,611
| +5% | +$718K | 0.6% | 21 |
|
|
2024
Q4 | $14M | Buy |
48,440
+4,681
| +11% | +$1.36M | 0.6% | 24 |
|
|
2024
Q3 | $12.4M | Sell |
43,759
-2,109
| -5% | -$597K | 0.63% | 22 |
|
|
2024
Q2 | $12.3M | Buy |
45,868
+40,967
| +836% | +$11M | 0.57% | 24 |
|
|
2024
Q1 | $1.21M | Sell |
4,901
-48,724
| -91% | -$12.1M | 0.06% | 172 |
|
|
2023
Q4 | $13.1M | Buy |
53,625
+5,640
| +12% | +$1.38M | 0.56% | 22 |
|
|
2023
Q3 | $10.2M | Sell |
47,985
-638
| -1% | -$136K | 0.58% | 27 |
|
|
2023
Q2 | $10.7M | Buy |
48,623
+5,540
| +13% | +$1.22M | 0.6% | 28 |
|
|
2023
Q1 | $8.79M | Sell |
43,083
-13,047
| -23% | -$2.66M | 0.56% | 31 |
|
|
2022
Q4 | $10.7M | Buy |
+56,130
| New | +$10.7M | 0.87% | 21 |
|