SFG
Sovereign Financial Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
5,174
+159
| +3% | +$16.1K | 0.11% | 171 |
|
|
2025
Q1 | $484K | Sell |
5,015
-26
| -0.5% | -$2.51K | 0.11% | 167 |
|
|
2024
Q4 | $535K | Buy |
5,041
+45
| +0.9% | +$4.77K | 0.12% | 151 |
|
|
2024
Q3 | $540K | Sell |
4,996
-396
| -7% | -$42.8K | 0.13% | 151 |
|
|
2024
Q2 | $530K | Buy |
5,392
+31
| +0.6% | +$3.05K | 0.13% | 141 |
|
|
2024
Q1 | $544K | Buy |
5,361
+105
| +2% | +$10.7K | 0.14% | 140 |
|
|
2023
Q4 | $521K | Buy |
5,256
+159
| +3% | +$15.8K | 0.16% | 127 |
|
|
2023
Q3 | $445K | Sell |
5,097
-54
| -1% | -$4.72K | 0.16% | 135 |
|
|
2023
Q2 | $473K | Buy |
5,151
+149
| +3% | +$13.7K | 0.15% | 140 |
|
|
2023
Q1 | $444K | Buy |
5,002
+2,044
| +69% | +$181K | 0.16% | 139 |
|
|
2022
Q4 | $513K | Sell |
2,958
-251
| -8% | -$43.5K | 0.2% | 119 |
|
|
2022
Q3 | $518K | Sell |
3,209
-74
| -2% | -$11.9K | 0.21% | 104 |
|
|
2022
Q2 | $558K | Sell |
3,283
-77
| -2% | -$13.1K | 0.22% | 102 |
|
|
2022
Q1 | $665K | Sell |
3,360
-1,185
| -26% | -$235K | 0.25% | 98 |
|
|
2021
Q4 | $955K | Sell |
4,545
-47
| -1% | -$9.88K | 0.38% | 68 |
|
|
2021
Q3 | $925K | Sell |
4,592
-1,814
| -28% | -$365K | 0.53% | 47 |
|
|
2021
Q2 | $1.27M | Hold |
6,406
| – | – | 0.77% | 36 |
|
|
2021
Q1 | $1.27M | Buy |
6,406
+245
| +4% | +$48.7K | 0.8% | 34 |
|
|
2020
Q4 | $1.03M | Buy |
+6,161
| New | +$1.03M | 0.74% | 37 |
|