SAG
SageView Advisory Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
5,714
-141
| -2% | -$7.06K | 0.01% | 506 |
|
|
2025
Q1 | $292K | Sell |
5,855
-12
| -0.2% | -$599 | 0.01% | 477 |
|
|
2024
Q4 | $284K | Sell |
5,867
-1,176
| -17% | -$56.9K | 0.01% | 478 |
|
|
2024
Q3 | $347K | Buy |
+7,043
| New | +$347K | 0.02% | 359 |
|
|
2024
Q2 | – | Sell |
-50,483
| Closed | -$13M | – | 147 |
|
|
2024
Q1 | $13M | Buy |
+50,483
| New | +$13M | 0.65% | 22 |
|
|
2023
Q4 | – | Sell |
-31,927
| Closed | -$1.51M | – | 147 |
|
|
2023
Q3 | $1.51M | Sell |
31,927
-4,702
| -13% | -$222K | 0.09% | 141 |
|
|
2023
Q2 | $1.74M | Sell |
36,629
-23,275
| -39% | -$1.1M | 0.1% | 128 |
|
|
2023
Q1 | $2.86M | Sell |
59,904
-91,271
| -60% | -$4.36M | 0.18% | 85 |
|
|
2022
Q4 | $7.06M | Buy |
+151,175
| New | +$7.06M | 0.57% | 38 |
|