SFG
Sovereign Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
71,036
+3,760
| +6% | +$291K | 1.13% | 20 |
|
|
2025
Q1 | $5.15M | Buy |
67,276
+7,317
| +12% | +$560K | 1.19% | 17 |
|
|
2024
Q4 | $4.48M | Buy |
59,959
+5,766
| +11% | +$431K | 1.03% | 19 |
|
|
2024
Q3 | $4.25M | Buy |
54,193
+2,371
| +5% | +$186K | 0.99% | 19 |
|
|
2024
Q2 | $3.88M | Buy |
51,822
+3,617
| +8% | +$271K | 0.97% | 19 |
|
|
2024
Q1 | $3.63M | Buy |
48,205
+1,038
| +2% | +$78.3K | 0.96% | 20 |
|
|
2023
Q4 | $3.6M | Sell |
47,167
-3,163
| -6% | -$242K | 1.1% | 19 |
|
|
2023
Q3 | $3.64M | Buy |
50,330
+3,953
| +9% | +$286K | 1.3% | 19 |
|
|
2023
Q2 | $3.49M | Buy |
46,377
+9,364
| +25% | +$704K | 1.14% | 20 |
|
|
2023
Q1 | $2.84M | Buy |
37,013
+6,721
| +22% | +$516K | 1.05% | 21 |
|
|
2022
Q4 | $2.25M | Sell |
30,292
-8,828
| -23% | -$656K | 0.89% | 26 |
|
|
2022
Q3 | $2.88M | Buy |
39,120
+2,197
| +6% | +$161K | 1.17% | 19 |
|
|
2022
Q2 | $2.87M | Buy |
36,923
+6,919
| +23% | +$537K | 1.13% | 21 |
|
|
2022
Q1 | $2.46M | Buy |
30,004
+8,719
| +41% | +$714K | 0.91% | 28 |
|
|
2021
Q4 | $1.87M | Buy |
21,285
+18,328
| +620% | +$1.61M | 0.75% | 32 |
|
|
2021
Q3 | $264K | Sell |
2,957
-1,195
| -29% | -$107K | 0.15% | 135 |
|
|
2021
Q2 | $368K | Hold |
4,152
| – | – | 0.22% | 96 |
|
|
2021
Q1 | $368K | Buy |
4,152
+1,385
| +50% | +$123K | 0.23% | 94 |
|
|
2020
Q4 | $257K | Buy |
+2,767
| New | +$257K | 0.19% | 110 |
|