SFG
Sovereign Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
132,857
+15,803
| +14% | +$1.24M | 2.16% | 8 |
|
|
2025
Q1 | $9.16M | Buy |
117,054
+9,196
| +9% | +$720K | 2.11% | 9 |
|
|
2024
Q4 | $8.33M | Sell |
107,858
-3,958
| -4% | -$306K | 1.91% | 10 |
|
|
2024
Q3 | $8.8M | Sell |
111,816
-3,935
| -3% | -$310K | 2.06% | 10 |
|
|
2024
Q2 | $8.88M | Buy |
115,751
+4,591
| +4% | +$352K | 2.21% | 9 |
|
|
2024
Q1 | $8.52M | Buy |
111,160
+934
| +0.8% | +$71.6K | 2.26% | 9 |
|
|
2023
Q4 | $8.49M | Buy |
110,226
+10,106
| +10% | +$778K | 2.59% | 8 |
|
|
2023
Q3 | $7.53M | Buy |
100,120
+2,694
| +3% | +$203K | 2.68% | 9 |
|
|
2023
Q2 | $7.36M | Buy |
97,426
+7,045
| +8% | +$532K | 2.4% | 8 |
|
|
2023
Q1 | $6.91M | Buy |
90,381
+8,537
| +10% | +$653K | 2.57% | 6 |
|
|
2022
Q4 | $6.16M | Sell |
81,844
-18,813
| -19% | -$1.42M | 2.43% | 5 |
|
|
2022
Q3 | $7.53M | Buy |
100,657
+2,893
| +3% | +$216K | 3.05% | 4 |
|
|
2022
Q2 | $7.51M | Buy |
97,764
+13,494
| +16% | +$1.04M | 2.96% | 4 |
|
|
2022
Q1 | $6.57M | Buy |
84,270
+25,505
| +43% | +$1.99M | 2.43% | 6 |
|
|
2021
Q4 | $4.75M | Buy |
58,765
+44,991
| +327% | +$3.64M | 1.91% | 9 |
|
|
2021
Q3 | $1.13M | Sell |
13,774
-491
| -3% | -$40.2K | 0.65% | 38 |
|
|
2021
Q2 | $1.17M | Hold |
14,265
| – | – | 0.71% | 37 |
|
|
2021
Q1 | $1.17M | Buy |
14,265
+2,825
| +25% | +$232K | 0.73% | 35 |
|
|
2020
Q4 | $948K | Buy |
+11,440
| New | +$948K | 0.68% | 38 |
|