SFG
Sovereign Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
6,034
+337
| +6% | +$69K | 0.25% | 74 |
|
|
2025
Q1 | $1.11M | Buy |
5,697
+34
| +0.6% | +$6.6K | 0.25% | 77 |
|
|
2024
Q4 | $1.11M | Sell |
5,663
-42
| -0.7% | -$8.23K | 0.25% | 79 |
|
|
2024
Q3 | $1.13M | Sell |
5,705
-437
| -7% | -$86.6K | 0.26% | 77 |
|
|
2024
Q2 | $1.12M | Sell |
6,142
-123
| -2% | -$22.5K | 0.28% | 72 |
|
|
2024
Q1 | $1.14M | Buy |
6,265
+383
| +7% | +$69.9K | 0.3% | 65 |
|
|
2023
Q4 | $1M | Sell |
5,882
-486
| -8% | -$82.8K | 0.31% | 69 |
|
|
2023
Q3 | $989K | Sell |
6,368
-486
| -7% | -$75.5K | 0.35% | 63 |
|
|
2023
Q2 | $1.11M | Sell |
6,854
-2,157
| -24% | -$350K | 0.36% | 66 |
|
|
2023
Q1 | $1.39M | Sell |
9,011
-3,260
| -27% | -$502K | 0.52% | 48 |
|
|
2022
Q4 | $1.86M | Sell |
12,271
-2,677
| -18% | -$407K | 0.73% | 33 |
|
|
2022
Q3 | $2.02M | Sell |
14,948
-430
| -3% | -$58.1K | 0.82% | 27 |
|
|
2022
Q2 | $2.21M | Sell |
15,378
-1,739
| -10% | -$249K | 0.87% | 26 |
|
|
2022
Q1 | $2.78M | Sell |
17,117
-3,665
| -18% | -$594K | 1.03% | 20 |
|
|
2021
Q4 | $3.57M | Buy |
20,782
+313
| +2% | +$53.8K | 1.43% | 13 |
|
|
2021
Q3 | $3.14M | Buy |
20,469
+423
| +2% | +$65K | 1.81% | 10 |
|
|
2021
Q2 | $2.95M | Hold |
20,046
| – | – | 1.78% | 11 |
|
|
2021
Q1 | $2.95M | Buy |
20,046
+108
| +0.5% | +$15.9K | 1.84% | 10 |
|
|
2020
Q4 | $2.82M | Buy |
+19,938
| New | +$2.82M | 2.03% | 11 |
|