SFG
Sovereign Financial Group’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
11,571
-811
| -7% | -$59.7K | 0.18% | 110 |
|
|
2025
Q1 | $909K | Sell |
12,382
-232
| -2% | -$17K | 0.21% | 89 |
|
|
2024
Q4 | $907K | Buy |
12,614
+2,023
| +19% | +$145K | 0.21% | 91 |
|
|
2024
Q3 | $796K | Sell |
10,591
-78
| -0.7% | -$5.86K | 0.19% | 107 |
|
|
2024
Q2 | $769K | Sell |
10,669
-32
| -0.3% | -$2.31K | 0.19% | 106 |
|
|
2024
Q1 | $777K | Sell |
10,701
-134
| -1% | -$9.73K | 0.21% | 97 |
|
|
2023
Q4 | $797K | Buy |
10,835
+421
| +4% | +$31K | 0.24% | 77 |
|
|
2023
Q3 | $727K | Sell |
10,414
-3,754
| -26% | -$262K | 0.26% | 78 |
|
|
2023
Q2 | $1.03M | Buy |
14,168
+1,201
| +9% | +$87.3K | 0.34% | 71 |
|
|
2023
Q1 | $957K | Buy |
12,967
+492
| +4% | +$36.3K | 0.36% | 72 |
|
|
2022
Q4 | $896K | Sell |
12,475
-98
| -0.8% | -$7.04K | 0.35% | 78 |
|
|
2022
Q3 | $897K | Sell |
12,573
-167
| -1% | -$11.9K | 0.36% | 69 |
|
|
2022
Q2 | $959K | Sell |
12,740
-114
| -0.9% | -$8.58K | 0.38% | 68 |
|
|
2022
Q1 | $1.02M | Buy |
12,854
+733
| +6% | +$58.3K | 0.38% | 70 |
|
|
2021
Q4 | $1.03M | Buy |
12,121
+224
| +2% | +$19K | 0.41% | 63 |
|
|
2021
Q3 | $1.02M | Sell |
11,897
-723
| -6% | -$61.8K | 0.58% | 42 |
|
|
2021
Q2 | $1.07M | Hold |
12,620
| – | – | 0.65% | 39 |
|
|
2021
Q1 | $1.07M | Buy |
12,620
+3,474
| +38% | +$294K | 0.67% | 37 |
|
|
2020
Q4 | $807K | Buy |
+9,146
| New | +$807K | 0.58% | 46 |
|