Sovereign Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Buy |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $820K | Sell |
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|
2024
Q3 | $820K | Buy |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $433K | Sell |
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|
2021
Q2 | $422K | Hold |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $348K | Buy |
|