SAG
SageView Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Sell |
35,708
-1,821
| -5% | -$248K | 0.18% | 59 |
|
|
2025
Q1 | $4.84M | Buy |
37,529
+2,392
| +7% | +$308K | 0.21% | 55 |
|
|
2024
Q4 | $4.48M | Buy |
35,137
+211
| +0.6% | +$26.9K | 0.19% | 66 |
|
|
2024
Q3 | $4.48M | Sell |
34,926
-1,382
| -4% | -$177K | 0.23% | 59 |
|
|
2024
Q2 | $4.31M | Buy |
+36,308
| New | +$4.31M | 0.2% | 69 |
|
|
2024
Q1 | – | Sell |
-30,699
| Closed | -$3.49M | – | 869 |
|
|
2023
Q4 | $3.49M | Sell |
30,699
-777
| -2% | -$88.4K | 0.15% | 87 |
|
|
2023
Q3 | $3.25M | Sell |
31,476
-5,748
| -15% | -$594K | 0.19% | 73 |
|
|
2023
Q2 | $3.95M | Buy |
37,224
+6,385
| +21% | +$677K | 0.22% | 66 |
|
|
2023
Q1 | $3.25M | Buy |
30,839
+10,589
| +52% | +$1.12M | 0.21% | 77 |
|
|
2022
Q4 | $2.19M | Buy |
+20,250
| New | +$2.19M | 0.18% | 92 |
|