SFG
Sovereign Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
12,714
-1,037
| -8% | -$82.4K | 0.21% | 92 |
|
|
2025
Q1 | $1.09M | Sell |
13,751
-1,094
| -7% | -$86.4K | 0.25% | 79 |
|
|
2024
Q4 | $1.16M | Sell |
14,845
-457
| -3% | -$35.7K | 0.27% | 76 |
|
|
2024
Q3 | $1.22M | Sell |
15,302
-192
| -1% | -$15.2K | 0.28% | 71 |
|
|
2024
Q2 | $1.2M | Sell |
15,494
-352
| -2% | -$27.2K | 0.3% | 66 |
|
|
2024
Q1 | $1.23M | Sell |
15,846
-186
| -1% | -$14.4K | 0.33% | 60 |
|
|
2023
Q4 | $1.24M | Sell |
16,032
-167
| -1% | -$12.9K | 0.38% | 51 |
|
|
2023
Q3 | $1.22M | Sell |
16,199
-7,610
| -32% | -$572K | 0.43% | 47 |
|
|
2023
Q2 | $1.8M | Sell |
23,809
-412
| -2% | -$31.2K | 0.59% | 37 |
|
|
2023
Q1 | $1.85M | Sell |
24,221
-583
| -2% | -$44.4K | 0.69% | 32 |
|
|
2022
Q4 | $1.86M | Buy |
24,804
+595
| +2% | +$44.7K | 0.73% | 32 |
|
|
2022
Q3 | $1.8M | Sell |
24,209
-240
| -1% | -$17.8K | 0.73% | 31 |
|
|
2022
Q2 | $1.86M | Sell |
24,449
-883
| -3% | -$67.3K | 0.73% | 34 |
|
|
2022
Q1 | $1.98M | Buy |
25,332
+6,852
| +37% | +$535K | 0.73% | 34 |
|
|
2021
Q4 | $1.5M | Buy |
18,480
+276
| +2% | +$22.4K | 0.6% | 47 |
|
|
2021
Q3 | $1.5M | Sell |
18,204
-2,209
| -11% | -$182K | 0.86% | 29 |
|
|
2021
Q2 | $1.68M | Hold |
20,413
| – | – | 1.02% | 21 |
|
|
2021
Q1 | $1.68M | Buy |
20,413
+2,948
| +17% | +$243K | 1.05% | 20 |
|
|
2020
Q4 | $1.45M | Buy |
+17,465
| New | +$1.45M | 1.05% | 27 |
|