SAG
SageView Advisory Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
14,293
+10,654
| +293% | +$966K | 0.05% | 208 |
|
|
2025
Q1 | $293K | Hold |
3,639
| – | – | 0.01% | 474 |
|
|
2024
Q4 | $325K | Buy |
3,639
+132
| +4% | +$11.8K | 0.01% | 439 |
|
|
2024
Q3 | $313K | Hold |
3,507
| – | – | 0.02% | 381 |
|
|
2024
Q2 | $287K | Buy |
+3,507
| New | +$287K | 0.01% | 447 |
|
|
2024
Q1 | – | Sell |
-3,998
| Closed | -$319K | – | 866 |
|
|
2023
Q4 | $319K | Hold |
3,998
| – | – | 0.01% | 492 |
|
|
2023
Q3 | $286K | Sell |
3,998
-145
| -3% | -$10.4K | 0.02% | 433 |
|
|
2023
Q2 | $313K | Hold |
4,143
| – | – | 0.02% | 437 |
|
|
2023
Q1 | $299K | Sell |
4,143
-113
| -3% | -$8.15K | 0.02% | 388 |
|
|
2022
Q4 | $299K | Buy |
+4,256
| New | +$299K | 0.02% | 321 |
|