SFG
Sovereign Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
61,999
+1,664
| +3% | +$116K | 0.89% | 23 |
|
|
2025
Q1 | $4.25M | Buy |
60,335
+9,005
| +18% | +$634K | 0.98% | 20 |
|
|
2024
Q4 | $3.51M | Sell |
51,330
-2,308
| -4% | -$158K | 0.81% | 24 |
|
|
2024
Q3 | $4.03M | Buy |
53,638
+2,129
| +4% | +$160K | 0.94% | 23 |
|
|
2024
Q2 | $3.62M | Buy |
51,509
+3,379
| +7% | +$238K | 0.9% | 21 |
|
|
2024
Q1 | $3.48M | Buy |
48,130
+555
| +1% | +$40.1K | 0.92% | 21 |
|
|
2023
Q4 | $3.55M | Sell |
47,575
-707
| -1% | -$52.7K | 1.08% | 21 |
|
|
2023
Q3 | $3.24M | Buy |
48,282
+6,484
| +16% | +$435K | 1.15% | 22 |
|
|
2023
Q2 | $3.13M | Buy |
41,798
+8,108
| +24% | +$607K | 1.02% | 21 |
|
|
2023
Q1 | $2.58M | Buy |
33,690
+4,262
| +14% | +$327K | 0.96% | 23 |
|
|
2022
Q4 | $2.13M | Sell |
29,428
-10,535
| -26% | -$763K | 0.84% | 27 |
|
|
2022
Q3 | $2.88M | Buy |
39,963
+2,177
| +6% | +$157K | 1.17% | 20 |
|
|
2022
Q2 | $3.01M | Buy |
37,786
+11,054
| +41% | +$881K | 1.19% | 17 |
|
|
2022
Q1 | $2.45M | Buy |
26,732
+8,571
| +47% | +$786K | 0.91% | 29 |
|
|
2021
Q4 | $1.87M | Buy |
+18,161
| New | +$1.87M | 0.75% | 31 |
|