SFG
Sovereign Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $761K | Sell |
6,970
-431
| -6% | -$47.1K | 0.16% | 122 |
|
2025
Q1 | $687K | Buy |
7,401
+580
| +9% | +$53.8K | 0.16% | 118 |
|
2024
Q4 | $705K | Buy |
6,821
+817
| +14% | +$84.4K | 0.16% | 118 |
|
2024
Q3 | $580K | Buy |
6,004
+1,287
| +27% | +$124K | 0.14% | 141 |
|
2024
Q2 | $443K | Buy |
4,717
+1,377
| +41% | +$129K | 0.11% | 170 |
|
2024
Q1 | $289K | Buy |
+3,340
| New | +$289K | 0.08% | 217 |
|