SFG
Sovereign Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
9,321
+1,638
| +21% | +$930K | 1.09% | 21 |
|
|
2025
Q1 | $3.95M | Sell |
7,683
-299
| -4% | -$154K | 0.91% | 23 |
|
|
2024
Q4 | $4.3M | Buy |
7,982
+144
| +2% | +$77.6K | 0.99% | 20 |
|
|
2024
Q3 | $4.14M | Buy |
7,838
+37
| +0.5% | +$19.5K | 0.97% | 21 |
|
|
2024
Q2 | $3.9M | Sell |
7,801
-917
| -11% | -$459K | 0.97% | 18 |
|
|
2024
Q1 | $4.19M | Sell |
8,718
-612
| -7% | -$294K | 1.11% | 18 |
|
|
2023
Q4 | $4.08M | Sell |
9,330
-823
| -8% | -$359K | 1.24% | 17 |
|
|
2023
Q3 | $3.99M | Sell |
10,153
-698
| -6% | -$274K | 1.42% | 15 |
|
|
2023
Q2 | $4.42M | Buy |
10,851
+395
| +4% | +$161K | 1.44% | 15 |
|
|
2023
Q1 | $3.93M | Sell |
10,456
-1,029
| -9% | -$387K | 1.46% | 13 |
|
|
2022
Q4 | $4.04M | Sell |
11,485
-2,749
| -19% | -$966K | 1.59% | 13 |
|
|
2022
Q3 | $4.67M | Sell |
14,234
-1,104
| -7% | -$362K | 1.9% | 12 |
|
|
2022
Q2 | $5.32M | Sell |
15,338
-594
| -4% | -$206K | 2.1% | 11 |
|
|
2022
Q1 | $6.62M | Sell |
15,932
-507
| -3% | -$211K | 2.45% | 5 |
|
|
2021
Q4 | $7.18M | Buy |
16,439
+15,858
| +2,729% | +$6.92M | 2.88% | 4 |
|
|
2021
Q3 | $229K | Sell |
581
-54
| -9% | -$21.3K | 0.13% | 148 |
|
|
2021
Q2 | $231K | Hold |
635
| – | – | 0.14% | 145 |
|
|
2021
Q1 | $231K | Buy |
635
+44
| +7% | +$16K | 0.14% | 145 |
|
|
2020
Q4 | $203K | Buy |
+591
| New | +$203K | 0.15% | 128 |
|