SAG
SageView Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Sell |
31,077
-6,274
| -17% | -$1.84M | 0.35% | 32 |
|
|
2025
Q1 | $9.6M | Sell |
37,351
-23,708
| -39% | -$6.09M | 0.41% | 30 |
|
|
2024
Q4 | $16.5M | Buy |
61,059
+4,308
| +8% | +$1.16M | 0.71% | 19 |
|
|
2024
Q3 | $14.9M | Sell |
56,751
-6,367
| -10% | -$1.68M | 0.76% | 18 |
|
|
2024
Q2 | $15.8M | Buy |
+63,118
| New | +$15.8M | 0.73% | 18 |
|
|
2024
Q1 | – | Sell |
-70,933
| Closed | -$16M | – | 868 |
|
|
2023
Q4 | $16M | Sell |
70,933
-10,127
| -12% | -$2.28M | 0.69% | 19 |
|
|
2023
Q3 | $15.9M | Sell |
81,060
-1,992
| -2% | -$390K | 0.91% | 15 |
|
|
2023
Q2 | $16.8M | Sell |
83,052
-1,770
| -2% | -$359K | 0.94% | 16 |
|
|
2023
Q1 | $15.8M | Sell |
84,822
-284
| -0.3% | -$53.1K | 1.01% | 13 |
|
|
2022
Q4 | $14.8M | Buy |
+85,106
| New | +$14.8M | 1.2% | 13 |
|