SFG
Sovereign Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
3,093
+60
| +2% | +$16.8K | 0.18% | 107 |
|
|
2025
Q1 | $784K | Sell |
3,033
-71
| -2% | -$18.4K | 0.18% | 106 |
|
|
2024
Q4 | $820K | Sell |
3,104
-5
| -0.2% | -$1.32K | 0.19% | 106 |
|
|
2024
Q3 | $820K | Buy |
3,109
+135
| +5% | +$35.6K | 0.19% | 103 |
|
|
2024
Q2 | $720K | Sell |
2,974
-242
| -8% | -$58.6K | 0.18% | 113 |
|
|
2024
Q1 | $804K | Buy |
3,216
+338
| +12% | +$84.5K | 0.21% | 92 |
|
|
2023
Q4 | $670K | Sell |
2,878
-555
| -16% | -$129K | 0.2% | 94 |
|
|
2023
Q3 | $715K | Sell |
3,433
-2,261
| -40% | -$471K | 0.25% | 80 |
|
|
2023
Q2 | $1.25M | Buy |
5,694
+169
| +3% | +$37.2K | 0.41% | 58 |
|
|
2023
Q1 | $1.17M | Sell |
5,525
-192
| -3% | -$40.5K | 0.43% | 58 |
|
|
2022
Q4 | $1.17M | Sell |
5,717
-992
| -15% | -$202K | 0.46% | 58 |
|
|
2022
Q3 | $1.26M | Sell |
6,709
-559
| -8% | -$105K | 0.51% | 48 |
|
|
2022
Q2 | $1.43M | Sell |
7,268
-223
| -3% | -$43.9K | 0.56% | 47 |
|
|
2022
Q1 | $1.78M | Buy |
7,491
+1,547
| +26% | +$368K | 0.66% | 41 |
|
|
2021
Q4 | $1.51M | Buy |
5,944
+4,114
| +225% | +$1.05M | 0.61% | 45 |
|
|
2021
Q3 | $433K | Sell |
1,830
-79
| -4% | -$18.7K | 0.25% | 92 |
|
|
2021
Q2 | $422K | Hold |
1,909
| – | – | 0.26% | 84 |
|
|
2021
Q1 | $422K | Buy |
1,909
+226
| +13% | +$50K | 0.26% | 82 |
|
|
2020
Q4 | $348K | Buy |
+1,683
| New | +$348K | 0.25% | 81 |
|