SFG
Sovereign Financial Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
60,704
-76
| -0.1% | -$33.3K | 5.49% | 2 |
|
|
2025
Q1 | $22.5M | Buy |
60,780
+2,696
| +5% | +$1,000K | 5.19% | 3 |
|
|
2024
Q4 | $23.8M | Sell |
58,084
-56
| -0.1% | -$23K | 5.47% | 2 |
|
|
2024
Q3 | $22.3M | Buy |
58,140
+649
| +1% | +$249K | 5.22% | 3 |
|
|
2024
Q2 | $21.5M | Buy |
57,491
+4,957
| +9% | +$1.85M | 5.36% | 2 |
|
|
2024
Q1 | $18.1M | Buy |
52,534
+2,415
| +5% | +$831K | 4.8% | 3 |
|
|
2023
Q4 | $15.6M | Buy |
50,119
+6,020
| +14% | +$1.87M | 4.75% | 4 |
|
|
2023
Q3 | $12M | Buy |
44,099
+5,186
| +13% | +$1.41M | 4.27% | 4 |
|
|
2023
Q2 | $11M | Buy |
38,913
+7,358
| +23% | +$2.08M | 3.59% | 4 |
|
|
2023
Q1 | $7.87M | Buy |
31,555
+8,628
| +38% | +$2.15M | 2.92% | 5 |
|
|
2022
Q4 | $4.89M | Sell |
22,927
-11,093
| -33% | -$2.36M | 1.93% | 10 |
|
|
2022
Q3 | $7.28M | Buy |
34,020
+5,426
| +19% | +$1.16M | 2.95% | 5 |
|
|
2022
Q2 | $6.37M | Buy |
28,594
+12,572
| +78% | +$2.8M | 2.51% | 8 |
|
|
2022
Q1 | $4.61M | Buy |
16,022
+13,495
| +534% | +$3.88M | 1.71% | 12 |
|
|
2021
Q4 | $811K | Buy |
2,527
+1,791
| +243% | +$575K | 0.33% | 78 |
|
|
2021
Q3 | $214K | Buy |
+736
| New | +$214K | 0.12% | 158 |
|