SAG
SageView Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $125M | Buy |
626,749
+53,904
| +9% | +$10.8M | 4.75% | 5 |
|
2025
Q1 | $98.7M | Buy |
572,845
+14,699
| +3% | +$2.53M | 4.21% | 7 |
|
2024
Q4 | $106M | Buy |
558,146
+83,497
| +18% | +$15.9M | 4.56% | 5 |
|
2024
Q3 | $86.4M | Buy |
474,649
+4,404
| +0.9% | +$801K | 4.38% | 5 |
|
2024
Q2 | $79.4M | Buy |
470,245
+467,628
| +17,869% | +$78.9M | 3.69% | 7 |
|
2024
Q1 | $470K | Sell |
2,617
-547,432
| -100% | -$98.2M | 0.02% | 337 |
|
2023
Q4 | $90.2M | Buy |
550,049
+117,493
| +27% | +$19.3M | 3.88% | 5 |
|
2023
Q3 | $62M | Buy |
432,556
+8,053
| +2% | +$1.15M | 3.55% | 6 |
|
2023
Q2 | $63.2M | Buy |
424,503
+64,693
| +18% | +$9.63M | 3.52% | 5 |
|
2023
Q1 | $50.4M | Buy |
359,810
+132,578
| +58% | +$18.6M | 3.22% | 7 |
|
2022
Q4 | $30.2M | Buy |
+227,232
| New | +$30.2M | 2.45% | 9 |
|