SFG
Sovereign Financial Group’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
8,258
+111
| +1% | +$19.6K | 0.3% | 62 |
|
|
2025
Q1 | $1.39M | Buy |
8,147
+55
| +0.7% | +$9.4K | 0.32% | 63 |
|
|
2024
Q4 | $1.32M | Sell |
8,092
-23
| -0.3% | -$3.76K | 0.3% | 67 |
|
|
2024
Q3 | $1.41M | Buy |
8,115
+24
| +0.3% | +$4.18K | 0.33% | 61 |
|
|
2024
Q2 | $1.2M | Sell |
8,091
-94
| -1% | -$13.9K | 0.3% | 67 |
|
|
2024
Q1 | $1.17M | Sell |
8,185
-119
| -1% | -$17K | 0.31% | 64 |
|
|
2023
Q4 | $1.14M | Buy |
8,304
+348
| +4% | +$47.7K | 0.35% | 61 |
|
|
2023
Q3 | $1.01M | Buy |
7,956
+358
| +5% | +$45.7K | 0.36% | 60 |
|
|
2023
Q2 | $1.08M | Buy |
7,598
+1,384
| +22% | +$197K | 0.35% | 67 |
|
|
2023
Q1 | $917K | Buy |
6,214
+791
| +15% | +$117K | 0.34% | 78 |
|
|
2022
Q4 | $832K | Buy |
5,423
+43
| +0.8% | +$6.59K | 0.33% | 81 |
|
|
2022
Q3 | $765K | Sell |
5,380
-130
| -2% | -$18.5K | 0.31% | 80 |
|
|
2022
Q2 | $839K | Buy |
5,510
+555
| +11% | +$84.5K | 0.33% | 77 |
|
|
2022
Q1 | $802K | Buy |
4,955
+285
| +6% | +$46.1K | 0.3% | 85 |
|
|
2021
Q4 | $730K | Buy |
4,670
+100
| +2% | +$15.6K | 0.29% | 88 |
|
|
2021
Q3 | $636K | Buy |
4,570
+355
| +8% | +$49.4K | 0.37% | 66 |
|
|
2021
Q2 | $592K | Hold |
4,215
| – | – | 0.36% | 66 |
|
|
2021
Q1 | $592K | Buy |
4,215
+170
| +4% | +$23.9K | 0.37% | 64 |
|
|
2020
Q4 | $555K | Buy |
+4,045
| New | +$555K | 0.4% | 56 |
|