SFG
SNS Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
7,953
+729
| +10% | +$150K | 0.16% | 56 |
|
|
2025
Q1 | $1.4M | Buy |
7,224
+2,549
| +55% | +$494K | 0.14% | 65 |
|
|
2024
Q4 | $916K | Sell |
4,675
-107
| -2% | -$21K | 0.09% | 90 |
|
|
2024
Q3 | $951K | Sell |
4,782
-231
| -5% | -$45.9K | 0.1% | 92 |
|
|
2024
Q2 | $920K | Buy |
5,013
+1,458
| +41% | +$267K | 0.1% | 89 |
|
|
2024
Q1 | $649K | Buy |
3,555
+13
| +0.4% | +$2.37K | 0.07% | 103 |
|
|
2023
Q4 | $604K | Sell |
3,542
-936
| -21% | -$159K | 0.07% | 100 |
|
|
2023
Q3 | $699K | Sell |
4,478
-30
| -0.7% | -$4.68K | 0.09% | 90 |
|
|
2023
Q2 | $736K | Sell |
4,508
-700
| -13% | -$114K | 0.1% | 90 |
|
|
2023
Q1 | $802K | Sell |
5,208
-304
| -6% | -$46.8K | 0.11% | 91 |
|
|
2022
Q4 | $837K | Sell |
5,512
-900
| -14% | -$137K | 0.11% | 89 |
|
|
2022
Q3 | $867K | Sell |
6,412
-172
| -3% | -$23.3K | 0.12% | 85 |
|
|
2022
Q2 | $945K | Sell |
6,584
-439
| -6% | -$63K | 0.12% | 84 |
|
|
2022
Q1 | $1.14M | Sell |
7,023
-30
| -0.4% | -$4.87K | 0.13% | 85 |
|
|
2021
Q4 | $1.21M | Hold |
7,053
| – | – | 0.13% | 84 |
|
|
2021
Q3 | $1.08M | Buy |
7,053
+93
| +1% | +$14.3K | 0.13% | 88 |
|
|
2021
Q2 | $1.08M | Sell |
6,960
-64
| -0.9% | -$9.9K | 0.14% | 84 |
|
|
2021
Q1 | $1.03M | Sell |
7,024
-1,258
| -15% | -$185K | 0.14% | 82 |
|
|
2020
Q4 | $1.17M | Sell |
8,282
-147
| -2% | -$20.7K | 0.17% | 74 |
|
|
2020
Q3 | $1.08M | Buy |
8,429
+1,018
| +14% | +$131K | 0.17% | 77 |
|
|
2020
Q2 | $868K | Sell |
7,411
-934
| -11% | -$109K | 0.16% | 77 |
|
|
2020
Q1 | $863K | Buy |
8,345
+307
| +4% | +$31.7K | 0.17% | 76 |
|
|
2019
Q4 | $1M | Sell |
8,038
-148
| -2% | -$18.4K | 0.18% | 75 |
|
|
2019
Q3 | $979K | Buy |
8,186
+9
| +0.1% | +$1.08K | 0.19% | 76 |
|
|
2019
Q2 | $942K | Sell |
8,177
-111
| -1% | -$12.8K | 0.18% | 79 |
|
|
2019
Q1 | $909K | Sell |
8,288
-434
| -5% | -$47.6K | 0.2% | 75 |
|
|
2018
Q4 | $854K | Sell |
8,722
-57,481
| -87% | -$5.63M | 0.21% | 78 |
|
|
2018
Q3 | $7.33M | Buy |
66,203
+26,534
| +67% | +$2.94M | 1.76% | 16 |
|
|
2018
Q2 | $4.03M | Buy |
39,669
+17,341
| +78% | +$1.76M | 1.06% | 24 |
|
|
2018
Q1 | $2.26M | Buy |
22,328
+307
| +1% | +$31K | 0.61% | 34 |
|
|
2017
Q4 | $2.25M | Buy |
22,021
+14,873
| +208% | +$1.52M | 0.54% | 40 |
|
|
2017
Q3 | $678K | Sell |
7,148
-444
| -6% | -$42.1K | 0.17% | 88 |
|
|
2017
Q2 | $704K | Hold |
7,592
| – | – | 0.19% | 89 |
|
|
2017
Q1 | $683K | Sell |
7,592
-1,019
| -12% | -$91.7K | 0.18% | 88 |
|
|
2016
Q4 | $733K | Buy |
8,611
+5,320
| +162% | +$453K | 0.22% | 80 |
|
|
2016
Q3 | $276K | Buy |
+3,291
| New | +$276K | 0.08% | 99 |
|
|
2014
Q1 | – | Sell |
-3,946
| Closed | -$297K | – | 111 |
|
|
2013
Q4 | $297K | Buy |
3,946
+869
| +28% | +$65.4K | 0.14% | 88 |
|
|
2013
Q3 | $214K | Buy |
3,077
+14
| +0.5% | +$974 | 0.14% | 93 |
|
|
2013
Q2 | $203K | Buy |
+3,063
| New | +$203K | 0.08% | 72 |
|