SFG
Sovereign Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
2,959
+526
| +22% | +$160K | 0.19% | 103 |
|
|
2025
Q1 | $669K | Sell |
2,433
-750
| -24% | -$206K | 0.15% | 122 |
|
|
2024
Q4 | $923K | Buy |
3,183
+868
| +37% | +$252K | 0.21% | 90 |
|
|
2024
Q3 | $655K | Buy |
2,315
+25
| +1% | +$7.08K | 0.15% | 126 |
|
|
2024
Q2 | $613K | Sell |
2,290
-1,234
| -35% | -$330K | 0.15% | 123 |
|
|
2024
Q1 | $916K | Buy |
3,524
+1,454
| +70% | +$378K | 0.24% | 82 |
|
|
2023
Q4 | $491K | Buy |
2,070
+30
| +1% | +$7.12K | 0.15% | 138 |
|
|
2023
Q3 | $433K | Buy |
2,040
+6
| +0.3% | +$1.28K | 0.15% | 137 |
|
|
2023
Q2 | $448K | Buy |
2,034
+188
| +10% | +$41.4K | 0.15% | 147 |
|
|
2023
Q1 | $377K | Sell |
1,846
-396
| -18% | -$80.8K | 0.14% | 149 |
|
|
2022
Q4 | $429K | Buy |
2,242
+355
| +19% | +$67.9K | 0.17% | 135 |
|
|
2022
Q3 | $339K | Hold |
1,887
| – | – | 0.14% | 140 |
|
|
2022
Q2 | $356K | Hold |
1,887
| – | – | 0.14% | 139 |
|
|
2022
Q1 | $430K | Buy |
1,887
+173
| +10% | +$39.4K | 0.16% | 136 |
|
|
2021
Q4 | $414K | Buy |
1,714
+57
| +3% | +$13.8K | 0.17% | 123 |
|
|
2021
Q3 | $368K | Sell |
1,657
-145
| -8% | -$32.2K | 0.21% | 110 |
|
|
2021
Q2 | $372K | Hold |
1,802
| – | – | 0.23% | 95 |
|
|
2021
Q1 | $372K | Buy |
1,802
+186
| +12% | +$38.4K | 0.23% | 93 |
|
|
2020
Q4 | $315K | Buy |
+1,616
| New | +$315K | 0.23% | 89 |
|