SFG
Sovereign Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
165,465
+4,343
| +3% | +$218K | 1.71% | 12 |
|
|
2025
Q1 | $8.04M | Buy |
161,122
+19,883
| +14% | +$992K | 1.85% | 12 |
|
|
2024
Q4 | $6.84M | Buy |
141,239
+6,483
| +5% | +$314K | 1.57% | 14 |
|
|
2024
Q3 | $6.64M | Buy |
134,756
+5,633
| +4% | +$278K | 1.55% | 13 |
|
|
2024
Q2 | $6.27M | Sell |
129,123
-1,487
| -1% | -$72.2K | 1.56% | 14 |
|
|
2024
Q1 | $6.25M | Sell |
130,610
-1,470
| -1% | -$70.4K | 1.66% | 11 |
|
|
2023
Q4 | $6.27M | Buy |
132,080
+14,222
| +12% | +$675K | 1.91% | 11 |
|
|
2023
Q3 | $5.57M | Buy |
117,858
+8,714
| +8% | +$412K | 1.98% | 11 |
|
|
2023
Q2 | $5.18M | Buy |
109,144
+10,044
| +10% | +$476K | 1.69% | 11 |
|
|
2023
Q1 | $4.74M | Buy |
99,100
+1,900
| +2% | +$90.9K | 1.76% | 12 |
|
|
2022
Q4 | $4.54M | Sell |
97,200
-20,489
| -17% | -$957K | 1.79% | 12 |
|
|
2022
Q3 | $5.66M | Buy |
117,689
+9,067
| +8% | +$436K | 2.3% | 11 |
|
|
2022
Q2 | $5.44M | Buy |
108,622
+1,616
| +2% | +$81K | 2.15% | 10 |
|
|
2022
Q1 | $5.48M | Buy |
107,006
+4,147
| +4% | +$212K | 2.03% | 10 |
|
|
2021
Q4 | $5.29M | Sell |
102,859
-2,193
| -2% | -$113K | 2.12% | 8 |
|
|
2021
Q3 | $5.52M | Buy |
105,052
+41,729
| +66% | +$2.19M | 3.18% | 4 |
|
|
2021
Q2 | $3.26M | Hold |
63,323
| – | – | 1.98% | 9 |
|
|
2021
Q1 | $3.26M | Buy |
63,323
+12,248
| +24% | +$631K | 2.04% | 8 |
|
|
2020
Q4 | $2.61M | Buy |
+51,075
| New | +$2.61M | 1.88% | 12 |
|