Sovereign Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
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|
2025
Q1 | $6.22M | Buy |
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|
2024
Q4 | $6.37M | Buy |
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|
2024
Q3 | $6.23M | Buy |
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|
2024
Q2 | $5.3M | Buy |
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|
2024
Q1 | $5.07M | Buy |
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|
2023
Q4 | $4.5M | Buy |
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|
2023
Q3 | $3.7M | Sell |
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|
2023
Q2 | $4.26M | Buy |
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|
2023
Q1 | $3.8M | Buy |
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|
2022
Q4 | $3.46M | Sell |
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|
2022
Q3 | $3.52M | Buy |
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|
2022
Q2 | $3.21M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $870K | Sell |
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|
2021
Q2 | $915K | Hold |
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|
2021
Q1 | $915K | Buy |
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|
2020
Q4 | $688K | Buy |
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