Sovereign Financial Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $23.8M | Sell |
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|
2024
Q3 | $22.3M | Buy |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $18.1M | Buy |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $7.87M | Buy |
|
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|
2022
Q4 | $4.89M | Sell |
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|
2022
Q3 | $7.28M | Buy |
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|
2022
Q2 | $6.37M | Buy |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $811K | Buy |
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|
2021
Q3 | $214K | Buy |
|