SFG
Sovereign Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Buy |
502,099
+10,908
| +2% | +$622K | 5.9% | 1 |
|
|
2025
Q1 | $25M | Buy |
491,191
+38,754
| +9% | +$1.97M | 5.75% | 1 |
|
|
2024
Q4 | $21.6M | Buy |
452,437
+7,307
| +2% | +$349K | 4.97% | 3 |
|
|
2024
Q3 | $23.5M | Buy |
445,130
+23,560
| +6% | +$1.24M | 5.49% | 2 |
|
|
2024
Q2 | $20.8M | Buy |
421,570
+35,549
| +9% | +$1.76M | 5.19% | 3 |
|
|
2024
Q1 | $19.4M | Buy |
386,021
+15,565
| +4% | +$781K | 5.14% | 2 |
|
|
2023
Q4 | $17.7M | Buy |
370,456
+57,878
| +19% | +$2.77M | 5.41% | 2 |
|
|
2023
Q3 | $13.7M | Buy |
312,578
+28,481
| +10% | +$1.25M | 4.86% | 2 |
|
|
2023
Q2 | $13.1M | Buy |
284,097
+53,912
| +23% | +$2.49M | 4.28% | 2 |
|
|
2023
Q1 | $10.4M | Buy |
230,185
+44,853
| +24% | +$2.03M | 3.86% | 3 |
|
|
2022
Q4 | $7.78M | Sell |
185,332
-194,724
| -51% | -$8.17M | 3.06% | 4 |
|
|
2022
Q3 | $13.8M | Buy |
380,056
+41,586
| +12% | +$1.51M | 5.61% | 2 |
|
|
2022
Q2 | $13.8M | Buy |
338,470
+112,865
| +50% | +$4.61M | 5.44% | 2 |
|
|
2022
Q1 | $10.8M | Buy |
225,605
+159,323
| +240% | +$7.65M | 4.02% | 2 |
|
|
2021
Q4 | $3.38M | Buy |
66,282
+34,678
| +110% | +$1.77M | 1.36% | 14 |
|
|
2021
Q3 | $1.6M | Buy |
31,604
+21,111
| +201% | +$1.07M | 0.92% | 24 |
|
|
2021
Q2 | $515K | Hold |
10,493
| – | – | 0.31% | 75 |
|
|
2021
Q1 | $515K | Buy |
10,493
+5,442
| +108% | +$267K | 0.32% | 73 |
|
|
2020
Q4 | $238K | Buy |
+5,051
| New | +$238K | 0.17% | 116 |
|