SFG
Sovereign Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
5,195
-18
| -0.3% | -$6.59K | 0.39% | 46 |
|
|
2025
Q1 | $1.61M | Sell |
5,213
-314
| -6% | -$97K | 0.37% | 52 |
|
|
2024
Q4 | $1.9M | Sell |
5,527
-538
| -9% | -$185K | 0.44% | 39 |
|
|
2024
Q3 | $1.95M | Sell |
6,065
-415
| -6% | -$134K | 0.46% | 38 |
|
|
2024
Q2 | $2.04M | Sell |
6,480
-240
| -4% | -$75.4K | 0.51% | 33 |
|
|
2024
Q1 | $1.93M | Sell |
6,720
-28
| -0.4% | -$8.03K | 0.51% | 34 |
|
|
2023
Q4 | $1.75M | Sell |
6,748
-398
| -6% | -$103K | 0.53% | 32 |
|
|
2023
Q3 | $1.62M | Sell |
7,146
-8,300
| -54% | -$1.88M | 0.58% | 33 |
|
|
2023
Q2 | $3.63M | Sell |
15,446
-105
| -0.7% | -$24.7K | 1.18% | 18 |
|
|
2023
Q1 | $3.18M | Buy |
15,551
+93
| +0.6% | +$19K | 1.18% | 18 |
|
|
2022
Q4 | $2.66M | Sell |
15,458
-135
| -0.9% | -$23.2K | 1.05% | 22 |
|
|
2022
Q3 | $2.72M | Sell |
15,593
-56
| -0.4% | -$9.76K | 1.1% | 23 |
|
|
2022
Q2 | $2.84M | Sell |
15,649
-56
| -0.4% | -$10.2K | 1.12% | 22 |
|
|
2022
Q1 | $3.7M | Buy |
15,705
+7,381
| +89% | +$1.74M | 1.37% | 16 |
|
|
2021
Q4 | $2.17M | Buy |
8,324
+440
| +6% | +$115K | 0.87% | 25 |
|
|
2021
Q3 | $1.85M | Sell |
7,884
-1,525
| -16% | -$358K | 1.06% | 18 |
|
|
2021
Q2 | $1.95M | Hold |
9,409
| – | – | 1.18% | 18 |
|
|
2021
Q1 | $1.95M | Buy |
9,409
+2,121
| +29% | +$439K | 1.22% | 17 |
|
|
2020
Q4 | $1.49M | Buy |
+7,288
| New | +$1.49M | 1.07% | 25 |
|