SAG
SageView Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
10,028
-1,857
| -16% | -$847K | 0.17% | 67 |
|
|
2025
Q1 | $4.41M | Sell |
11,885
-5,280
| -31% | -$1.96M | 0.19% | 58 |
|
|
2024
Q4 | $7.05M | Sell |
17,165
-273
| -2% | -$112K | 0.3% | 44 |
|
|
2024
Q3 | $6.69M | Sell |
17,438
-4,441
| -20% | -$1.71M | 0.34% | 39 |
|
|
2024
Q2 | $8.18M | Buy |
+21,879
| New | +$8.18M | 0.38% | 38 |
|
|
2024
Q1 | – | Sell |
-31,091
| Closed | -$10.1M | – | 867 |
|
|
2023
Q4 | $10.1M | Sell |
31,091
-103
| -0.3% | -$33.4K | 0.43% | 31 |
|
|
2023
Q3 | $8.49M | Sell |
31,194
-1,051
| -3% | -$286K | 0.49% | 31 |
|
|
2023
Q2 | $9.12M | Buy |
32,245
+4,422
| +16% | +$1.25M | 0.51% | 31 |
|
|
2023
Q1 | $6.94M | Buy |
27,823
+3,529
| +15% | +$880K | 0.44% | 37 |
|
|
2022
Q4 | $5.18M | Buy |
+24,294
| New | +$5.18M | 0.42% | 51 |
|